IEQ Capital’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

IEQ Capital’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	$2.44M	Sell	44,291 -3,138	-7%	-$165K	0.01%	724
2026 Q1	$2.3M	Buy	47,429 +40	+0.1%	+$1.96K	0.01%	719
2025 Q4	$2.21M	Buy	47,389 +48	+0.1%	+$2.18K	0.01%	757
2025 Q3	$2.12M	Sell	47,341 -4,479	-9%	-$195K	0.01%	741
2025 Q2	$2.19M	Buy	51,820 +19,652	+61%	+$789K	0.01%	621
2025 Q1	$1.33M	Buy	32,168 +3,670	+13%	+$154K	0.01%	680
2024 Q4	$1.17M	Buy	28,498 +41	+0.1%	+$1.74K	0.01%	621
2024 Q3	$1.19M	Buy	28,457 +42	+0.1%	+$1.7K	0.01%	489
2024 Q2	$1.12M	Buy	28,415 +10,191	+56%	+$403K	0.02%	454
2024 Q1	$745K	Sell	18,224 -490	-3%	-$18.7K	0.01%	524
2023 Q4	$697K	Buy	18,714 +9,718	+108%	+$335K	0.01%	499
2023 Q3	$306K	Hold	8,996	–	–	0.01%	719
2023 Q2	$310K	Hold	8,996	–	–	0.01%	667
2023 Q1	$301K	Hold	8,996	–	–	0.01%	716
2022 Q4	$301K	Hold	8,996	–	–	0.01%	627
2022 Q3	$266K	Hold	8,996	–	–	0.01%	690
2022 Q2	$284K	Buy	+8,996	New	+$299K	0.01%	620

Other funds holding DFUV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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 Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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 Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

IEQ Capital's DFUV Position: Q2 2026 in Review

IEQ Capital reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 6.6% in Q2 2026, selling an estimated $165K and leaving 44,291 shares worth $2.44M. The position accounts for 0.01% of the portfolio, ranked #724.

IEQ Capital first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. 800 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

IEQ Capital held 44,291 shares of Dimensional US Marketwide Value ETF worth $2.44M as of Q2 2026.
IEQ Capital sold 3,138 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $165K.
Dimensional US Marketwide Value ETF made up 0.01% of IEQ Capital's portfolio in Q2 2026, its #724 holding.
IEQ Capital first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
800 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.