Gryphon Financial Partners’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Gryphon Financial Partners’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	$225K	Buy	+4,083	New	+$214K	0.02%	365
2024 Q1	–	Sell	-4,083	Closed	-$152K	–	261
2023 Q4	$152K	Buy	+4,083	New	+$141K	0.03%	229
2023 Q3	–	Sell	-4,083	Closed	-$141K	–	194
2023 Q2	$141K	Hold	4,083	–	–	0.03%	195
2023 Q1	$137K	Hold	4,083	–	–	0.03%	195
2022 Q4	$137K	Hold	4,083	–	–	0.03%	197
2022 Q3	$121K	Hold	4,083	–	–	0.03%	188
2022 Q2	$129K	Buy	+4,083	New	+$136K	0.03%	190

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

Gryphon Financial Partners's DFUV Position: Q2 2026 in Review

Gryphon Financial Partners opened a new position in Dimensional US Marketwide Value ETF (DFUV) in Q2 2026: 4,083 shares worth $225K. The stake represents 0.02% of the portfolio and ranks #365 among its holdings. This is a return to the name: Gryphon Financial Partners previously reported a position in DFUV as recently as Q4 2023.

Gryphon Financial Partners first reported a position in DFUV in Q2 2022 and has held it in 7 quarters since. 803 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Gryphon Financial Partners held 4,083 shares of Dimensional US Marketwide Value ETF worth $225K as of Q2 2026.
Dimensional US Marketwide Value ETF was a new Gryphon Financial Partners position in Q2 2026.
Dimensional US Marketwide Value ETF made up 0.02% of Gryphon Financial Partners's portfolio in Q2 2026, its #365 holding.
Gryphon Financial Partners first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 7 quarters since.
803 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Gryphon Financial Partners's 13F filing for Q2 2026, filed 5 Aug 2026.