IFG Advisory
DFUV icon

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

IFG Advisory’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 		$1.91M Sell
34,744
-201
-0.6% -$11.3K 0.06% 304
2026
Q2 		$1.92M Buy
34,945
+34,740
+16,946% +$1.82M 0.07% 298
2026
Q1 		$9.9K Sell
205
-26,782
-99% -$1.31M 0.03% 247
2025
Q4 		$1.26M Sell
26,987
-784
-3% -$35.6K 0.05% 322
2025
Q3 		$1.24M Sell
27,771
-450
-2% -$19.6K 0.06% 319
2025
Q2 		$1.19M Buy
28,221
+900
+3% +$36.1K 0.06% 306
2025
Q1 		$1.13M Sell
27,321
-117
-0.4% -$4.91K 0.06% 294
2024
Q4 		$1.12M Sell
27,438
-40
-0.1% -$1.7K 0.06% 276
2024
Q3 		$1.15M Sell
27,478
-794
-3% -$32.1K 0.07% 259
2024
Q2 		$1.11M Sell
28,272
-85
-0.3% -$3.36K 0.07% 262
2024
Q1 		$1.16M Buy
28,357
+4,148
+17% +$158K 0.09% 236
2023
Q4 		$901K Buy
24,209
+447
+2% +$15.4K 0.07% 262
2023
Q3 		$808K Buy
23,762
+414
+2% +$14.5K 0.07% 254
2023
Q2 		$806K Sell
23,348
-25
-0.1% -$835 0.07% 232
2023
Q1 		$783K Sell
23,373
-567
-2% -$19.4K 0.07% 244
2022
Q4 		$801K Sell
23,940
-13,542
-36% -$450K 0.08% 235
2022
Q3 		$1.11M Buy
37,482
+13,772
+58% +$448K 0.1% 203
2022
Q2 		$749K Buy
+23,710
New +$789K 0.08% 237

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
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 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
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Trust Company of the South
Trust Company of the South Greensboro, North Carolina $714M AUM 17.67% 1-Year Est. Return

IFG Advisory's DFUV Position: Q3 2026 in Review

IFG Advisory reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 0.58% in Q3 2026, selling an estimated $11.3K and leaving 34,744 shares worth $1.91M. The position accounts for 0.06% of the portfolio, ranked #304.

IFG Advisory first reported a position in DFUV in Q2 2022 and has held it in 18 quarters since. The position peaked at $1.92M in Q2 2026. 547 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

  • IFG Advisory held 34,744 shares of Dimensional US Marketwide Value ETF worth $1.91M as of Q3 2026.
  • IFG Advisory sold 201 Dimensional US Marketwide Value ETF shares in Q3 2026, an estimated $11.3K.
  • Dimensional US Marketwide Value ETF made up 0.06% of IFG Advisory's portfolio in Q3 2026, its #304 holding.
  • IFG Advisory first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 18 quarters since.
  • IFG Advisory's Dimensional US Marketwide Value ETF position peaked at $1.92M in Q2 2026.
  • 547 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.