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

HighTower 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 Q1	$216M	Sell	4,467,375 -64,268	-1%	-$3.15M	0.23%	86
2025 Q4	$211M	Sell	4,531,643 -25,901	-0.6%	-$1.17M	0.23%	90
2025 Q3	$204M	Sell	4,557,544 -31,174	-0.7%	-$1.36M	0.23%	95
2025 Q2	$194M	Sell	4,588,718 -184,739	-4%	-$7.42M	0.24%	85
2025 Q1	$197M	Sell	4,773,457 -120,540	-2%	-$5.06M	0.27%	77
2024 Q4	$200M	Sell	4,893,997 -18,651	-0.4%	-$792K	0.27%	72
2024 Q3	$205M	Sell	4,912,648 -95,109	-2%	-$3.84M	0.29%	72
2024 Q2	$197M	Buy	5,007,757 +57,394	+1%	+$2.27M	0.3%	65
2024 Q1	$202M	Buy	4,950,363 +4,507,199	+1,017%	+$172M	0.33%	59
2023 Q4	$16.5M	Sell	443,164 -3,301	-0.7%	-$114K	0.03%	535
2023 Q3	$15.2M	Buy	446,465 +275	+0.1%	+$9.63K	0.03%	538
2023 Q2	$15.4M	Sell	446,190 -44,517	-9%	-$1.49M	0.03%	516
2023 Q1	$16.4M	Buy	490,707 +125,078	+34%	+$4.28M	0.04%	463
2022 Q4	$12.2M	Sell	365,629 -9,155	-2%	-$304K	0.03%	546
2022 Q3	$11.1M	Sell	374,784 -54,197	-13%	-$1.76M	0.03%	529
2022 Q2	$13.6M	Buy	+428,981	New	+$14.3M	0.04%	464

Other funds holding DFUV

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

TWA

TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return

HighTower Advisors's DFUV Position: Q1 2026 in Review

HighTower Advisors reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 1.4% in Q1 2026, selling an estimated $3.15M and leaving 4,467,375 shares worth $216M. The position accounts for 0.23% of the portfolio, ranked #86.

HighTower Advisors 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.

HighTower Advisors held 4,467,375 shares of Dimensional US Marketwide Value ETF worth $216M as of Q1 2026.
HighTower Advisors sold 64,268 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $3.15M.
Dimensional US Marketwide Value ETF made up 0.23% of HighTower Advisors's portfolio in Q1 2026, its #86 holding.
HighTower Advisors 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 HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.