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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
Q1 		$9.93K 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

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

IFG Advisory's DFUV Position: Q1 2026 in Review

IFG Advisory reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 99% in Q1 2026, selling an estimated $1.31M and leaving 205 shares worth $9.93K. The position accounts for 0.03% of the portfolio, ranked #247.

IFG Advisory first reported a position in DFUV in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.26M in Q4 2025. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

  • IFG Advisory held 205 shares of Dimensional US Marketwide Value ETF worth $9.93K as of Q1 2026.
  • IFG Advisory sold 26,782 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $1.31M.
  • Dimensional US Marketwide Value ETF made up 0.03% of IFG Advisory's portfolio in Q1 2026, its #247 holding.
  • IFG Advisory first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 16 quarters since.
  • IFG Advisory's Dimensional US Marketwide Value ETF position peaked at $1.26M in Q4 2025.
  • 766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.