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

IFG 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
Q2 		$2.23M Hold
40,523
– – 0.31% 43
2026
Q1 		$1.96M Hold
40,523
– – 0.32% 39
2025
Q4 		$1.89M Sell
40,523
-885
-2% -$40.1K 0.31% 40
2025
Q3 		$1.85M Buy
41,408
+227
+0.6% +$9.89K 0.3% 38
2025
Q2 		$1.74M Sell
41,181
-319
-0.8% -$12.8K 0.29% 41
2025
Q1 		$1.71M Hold
41,500
– – 0.33% 40
2024
Q4 		$1.7M Buy
41,500
+12,611
+44% +$535K 0.34% 37
2024
Q3 		$1.2M Hold
28,889
– – 0.26% 45
2024
Q2 		$1.13M Buy
28,889
+11,397
+65% +$451K 0.27% 44
2024
Q1 		$715K Buy
17,492
+2,887
+20% +$110K 0.19% 57
2023
Q4 		$544K Sell
14,605
-58
-0.4% -$2K 0.16% 65
2023
Q3 		$499K Buy
14,663
+1,378
+10% +$48.3K 0.18% 65
2023
Q2 		$458K Buy
13,285
+10
+0.1% +$334 0.16% 70
2023
Q1 		$444K Sell
13,275
-338
-2% -$11.6K 0.18% 65
2022
Q4 		$456K Sell
13,613
-382
-3% -$12.7K 0.2% 60
2022
Q3 		$414K Buy
13,995
+11
+0.1% +$358 0.21% 63
2022
Q2 		$442K Buy
+13,984
New +$465K 0.22% 60

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

IFG Advisors's DFUV Position: Q2 2026 in Review

IFG Advisors held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 40,523 shares worth $2.23M. The position accounts for 0.31% of the portfolio, ranked #43.

IFG Advisors first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. 798 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • IFG Advisors held 40,523 shares of Dimensional US Marketwide Value ETF worth $2.23M as of Q2 2026.
  • IFG Advisors left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
  • Dimensional US Marketwide Value ETF made up 0.31% of IFG Advisors's portfolio in Q2 2026, its #43 holding.
  • IFG Advisors first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
  • 798 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on IFG Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.