IEQ Capital
DFUV icon

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
Q3 		$2.43M Sell
44,223
-68
-0.2% -$3.82K 0.01% 744
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

Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Index Fund Advisors
Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IEQ Capital's DFUV Position: Q3 2026 in Review

IEQ Capital reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 0.15% in Q3 2026, selling an estimated $3.82K and leaving 44,223 shares worth $2.43M. The position accounts for 0.01% of the portfolio, ranked #744.

IEQ Capital first reported a position in DFUV in Q2 2022 and has held it in 18 quarters since. The position peaked at $2.44M in Q2 2026. 578 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

  • IEQ Capital held 44,223 shares of Dimensional US Marketwide Value ETF worth $2.43M as of Q3 2026.
  • IEQ Capital sold 68 Dimensional US Marketwide Value ETF shares in Q3 2026, an estimated $3.82K.
  • Dimensional US Marketwide Value ETF made up 0.01% of IEQ Capital's portfolio in Q3 2026, its #744 holding.
  • IEQ Capital first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 18 quarters since.
  • IEQ Capital's Dimensional US Marketwide Value ETF position peaked at $2.44M in Q2 2026.
  • 578 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

Based on IEQ Capital's 13F filing for Q3 2026, filed 10 Nov 2026.