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Harbour Investments’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Harbour Investments’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
Q1 		$336K Buy
6,937
+1,234
+22% +$60.5K 0.01% 1248
2025
Q4 		$266K Sell
5,703
-770
-12% -$34.9K 0.01% 1151
2025
Q3 		$289K Hold
6,473
– – 0.01% 1076
2025
Q2 		$274K Buy
6,473
+1,298
+25% +$52.1K 0.01% 1035
2025
Q1 		$213K Buy
5,175
+86
+2% +$3.61K 0.01% 1067
2024
Q4 		$208K Hold
5,089
– – 0.01% 1020
2024
Q3 		$212K Hold
5,089
– – 0.01% 991
2024
Q2 		$200K Hold
5,089
– – 0.01% 948
2024
Q1 		$208K Sell
5,089
-448
-8% -$17.1K 0.01% 908
2023
Q4 		$206K Sell
5,537
-3,616
-40% -$124K 0.01% 841
2023
Q3 		$311K Buy
9,153
+4
+0% +$140 0.02% 642
2023
Q2 		$316K Buy
9,149
+4
+0% +$134 0.02% 641
2023
Q1 		$306K Buy
9,145
+3
+0% +$103 0.02% 613
2022
Q4 		$306K Buy
9,142
+7
+0.1% +$233 0.02% 588
2022
Q3 		$289K Hold
9,135
– – 0.02% 567
2022
Q2 		$289K Buy
+9,135
New +$304K 0.02% 567

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Harbour Investments's DFUV Position: Q1 2026 in Review

Harbour Investments increased its Dimensional US Marketwide Value ETF (DFUV) stake by 22% in Q1 2026, buying an estimated $60.5K and bringing the position to 6,937 shares worth $336K. The position accounts for 0.01% of the portfolio, ranked #1248.

Harbour Investments first reported a position in DFUV in Q2 2022 and has held it in 16 quarters since. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

  • Harbour Investments held 6,937 shares of Dimensional US Marketwide Value ETF worth $336K as of Q1 2026.
  • Harbour Investments bought 1,234 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $60.5K.
  • Dimensional US Marketwide Value ETF made up 0.01% of Harbour Investments's portfolio in Q1 2026, its #1248 holding.
  • Harbour Investments first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 16 quarters since.
  • 766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.