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HUB Investment Partners’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

HUB Investment 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 		$7.22M Buy
131,335
+3,704
+3% +$194K 0.13% 139
2026
Q1 		$6.18M Buy
127,631
+122,428
+2,353% +$6.01M 0.15% 128
2025
Q4 		$242K Sell
5,203
-1,065
-17% -$48.3K 0.01% 758
2025
Q3 		$280K Buy
6,268
+1,065
+20% +$46.4K 0.01% 570
2025
Q2 		$220K Hold
5,203
– – 0.01% 598
2025
Q1 		$214K Buy
+5,203
New +$218K 0.01% 536

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 $103B AUM 28.65% 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 $77.5B AUM 27.94% 1-Year Est. Return

HUB Investment Partners's DFUV Position: Q2 2026 in Review

HUB Investment Partners increased its Dimensional US Marketwide Value ETF (DFUV) stake by 2.9% in Q2 2026, buying an estimated $194K and bringing the position to 131,335 shares worth $7.22M. The position accounts for 0.13% of the portfolio, ranked #139.

HUB Investment Partners first reported a position in DFUV in Q1 2025 and has held it in 6 quarters since. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • HUB Investment Partners held 131,335 shares of Dimensional US Marketwide Value ETF worth $7.22M as of Q2 2026.
  • HUB Investment Partners bought 3,704 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $194K.
  • Dimensional US Marketwide Value ETF made up 0.13% of HUB Investment Partners's portfolio in Q2 2026, its #139 holding.
  • HUB Investment Partners first reported a position in Dimensional US Marketwide Value ETF in Q1 2025 and has held it in 6 quarters since.
  • 797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.