Harbor Investment Advisory’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Harbor Investment Advisory’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	$12.2K	Hold	221	–	–	﹤0.01%	1023
2026 Q1	$10.7K	Buy	221 +18	+9%	+$883	﹤0.01%	901
2025 Q4	$9.46K	Hold	203	–	–	﹤0.01%	947
2025 Q3	$9.07K	Hold	203	–	–	﹤0.01%	919
2025 Q2	$8.58K	Hold	203	–	–	﹤0.01%	922
2025 Q1	$8.37K	Hold	203	–	–	﹤0.01%	907
2024 Q4	$8.31K	Hold	203	–	–	﹤0.01%	905
2024 Q3	$8.46K	Hold	203	–	–	﹤0.01%	904
2024 Q2	$7.97K	Hold	203	–	–	﹤0.01%	894
2024 Q1	$8.3K	Hold	203	–	–	﹤0.01%	892
2023 Q4	$7.56K	Buy	+203	New	+$6.99K	﹤0.01%	871

Other funds holding DFUV

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TCOTS

Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return

Harbor Investment Advisory's DFUV Position: Q2 2026 in Review

Harbor Investment Advisory held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 221 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1023.

Harbor Investment Advisory first reported a position in DFUV in Q4 2023 and has held it in 11 quarters since. 543 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Harbor Investment Advisory held 221 shares of Dimensional US Marketwide Value ETF worth $12.2K as of Q2 2026.
Harbor Investment Advisory left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
Dimensional US Marketwide Value ETF made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #1023 holding.
Harbor Investment Advisory first reported a position in Dimensional US Marketwide Value ETF in Q4 2023 and has held it in 11 quarters since.
543 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.