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Great Valley Advisor Group’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Great Valley Advisor Group’s Portfolio DFUV Stock Details DFUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$989K Buy
17,973
+1,477
+9% +$77.6K 0.02% 545
2026
Q1 		$799K Buy
16,496
+44
+0.3% +$2.16K 0.01% 552
2025
Q4 		$766K Buy
16,452
+43
+0.3% +$1.95K 0.01% 531
2025
Q3 		$733K Hold
16,409
– – 0.01% 538
2025
Q2 		$694K Hold
16,409
– – 0.02% 523
2025
Q1 		$676K Hold
16,409
– – 0.01% 523
2024
Q4 		$671K Hold
16,409
– – 0.02% 520
2024
Q3 		$684K Sell
16,409
-528
-3% -$21.3K 0.02% 494
2024
Q2 		$665K Hold
16,937
– – 0.02% 463
2024
Q1 		$693K Hold
16,937
– – 0.02% 429
2023
Q4 		$630K Buy
+16,937
New +$583K 0.02% 412

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Great Valley Advisor Group's DFUV Position: Q2 2026 in Review

Great Valley Advisor Group increased its Dimensional US Marketwide Value ETF (DFUV) stake by 9% in Q2 2026, buying an estimated $77.6K and bringing the position to 17,973 shares worth $989K. The position accounts for 0.02% of the portfolio, ranked #545.

Great Valley Advisor Group first reported a position in DFUV in Q4 2023 and has held it in 11 quarters since. 803 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Great Valley Advisor Group held 17,973 shares of Dimensional US Marketwide Value ETF worth $989K as of Q2 2026.
  • Great Valley Advisor Group bought 1,477 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $77.6K.
  • Dimensional US Marketwide Value ETF made up 0.02% of Great Valley Advisor Group's portfolio in Q2 2026, its #545 holding.
  • Great Valley Advisor Group first reported a position in Dimensional US Marketwide Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 803 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.