Greenspring Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Greenspring Advisors’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	$10M	Sell	181,842 -18,069	-9%	-$949K	0.55%	20
2026 Q1	$9.69M	Sell	199,911 -3,890	-2%	-$191K	0.59%	20
2025 Q4	$9.5M	Buy	203,801 +172,290	+547%	+$7.81M	0.58%	23
2025 Q3	$1.41M	Buy	+31,511	New	+$1.37M	0.25%	34
2025 Q1	$1.3M	Hold	31,511	–	–	0.31%	28
2024 Q4	$1.29M	Hold	31,511	–	–	0.28%	28
2024 Q3	$1.31M	Hold	31,511	–	–	0.29%	26
2024 Q2	$1.24M	Hold	31,511	–	–	0.3%	23
2024 Q1	$1.29M	Hold	31,511	–	–	0.32%	23
2023 Q4	$1.17M	Hold	31,511	–	–	0.32%	25
2023 Q3	$1.07M	Hold	31,511	–	–	0.34%	24
2023 Q2	$1.09M	Sell	31,511 -48,246	-60%	-$1.61M	0.33%	23
2023 Q1	$2.67M	Buy	79,757 +46,087	+137%	+$1.58M	0.58%	21
2022 Q4	$1.13M	Hold	33,670	–	–	0.3%	41
2022 Q3	$997K	Hold	33,670	–	–	0.31%	39
2022 Q2	$1.06M	Buy	+33,670	New	+$1.12M	0.31%	35

Other funds holding DFUV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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 Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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 Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Greenspring Advisors's DFUV Position: Q2 2026 in Review

Greenspring Advisors reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 9% in Q2 2026, selling an estimated $949K and leaving 181,842 shares worth $10M. The position accounts for 0.55% of the portfolio, ranked #20.

Greenspring Advisors first reported a position in DFUV in Q2 2022 and has held it in 16 quarters since. 799 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Greenspring Advisors held 181,842 shares of Dimensional US Marketwide Value ETF worth $10M as of Q2 2026.
Greenspring Advisors sold 18,069 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $949K.
Dimensional US Marketwide Value ETF made up 0.55% of Greenspring Advisors's portfolio in Q2 2026, its #20 holding.
Greenspring Advisors first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 16 quarters since.
799 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Greenspring Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.