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HORAN Wealth’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

HORAN Wealth’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 		– Sell
-4,611
Closed -$215K – 220
2026
Q1 		$215K Hold
4,611
– – 0.02% 191
2025
Q4 		$215K Buy
+4,611
New +$209K 0.03% 169

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Focus Partners Wealth
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
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HighTower Advisors
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
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

HORAN Wealth's DFUV Position: Q2 2026 in Review

HORAN Wealth sold out of Dimensional US Marketwide Value ETF (DFUV) in Q2 2026, closing a stake of 4,611 shares — an estimated $215K sold.

HORAN Wealth first reported a position in DFUV in Q4 2025 and held it in 2 quarters. The position peaked at $215K in Q1 2026. 802 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • HORAN Wealth reported no remaining Dimensional US Marketwide Value ETF position as of Q2 2026 after selling out during the quarter.
  • HORAN Wealth sold 4,611 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $215K.
  • HORAN Wealth first reported a position in Dimensional US Marketwide Value ETF in Q4 2025 and held it in 2 quarters.
  • HORAN Wealth's Dimensional US Marketwide Value ETF position peaked at $215K in Q1 2026.
  • 802 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on HORAN Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.