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

IFP 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 		$2.72M Buy
49,362
+6,642
+16% +$349K 0.05% 402
2026
Q1 		$2.07M Buy
42,720
+8,743
+26% +$429K 0.04% 444
2025
Q4 		$1.58M Buy
33,977
+630
+2% +$28.6K 0.04% 485
2025
Q3 		$1.49M Buy
33,347
+14,319
+75% +$624K 0.04% 463
2025
Q2 		$805K Buy
19,028
+15,245
+403% +$612K 0.02% 647
2025
Q1 		$156K Buy
3,783
+89
+2% +$3.74K ﹤0.01% 1295
2024
Q4 		$151K Buy
3,694
+171
+5% +$7.26K ﹤0.01% 1273
2024
Q3 		$147K Sell
3,523
-389
-10% -$15.7K 0.01% 1235
2024
Q2 		$154K Sell
3,912
-169
-4% -$6.69K 0.01% 1167
2024
Q1 		$167K Buy
4,081
+154
+4% +$5.88K 0.01% 1087
2023
Q4 		$146K Sell
3,927
-18
-0.5% -$620 0.01% 1105
2023
Q3 		$134K Sell
3,945
-347
-8% -$12.2K 0.01% 1135
2023
Q2 		$148K Sell
4,292
-2,257
-34% -$75.4K 0.01% 1158
2023
Q1 		$226K Sell
6,549
-3,751
-36% -$128K 0.01% 901
2022
Q4 		$355K Buy
10,300
+13
+0.1% +$432 0.01% 1059
2022
Q3 		$355K Buy
10,287
+519
+5% +$16.9K 0.01% 1096
2022
Q2 		$338K Buy
+9,768
New +$325K 0.01% 1012

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 $103B AUM 28.65% 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 $77.5B AUM 28.19% 1-Year Est. Return

IFP Advisors's DFUV Position: Q2 2026 in Review

IFP Advisors increased its Dimensional US Marketwide Value ETF (DFUV) stake by 16% in Q2 2026, buying an estimated $349K and bringing the position to 49,362 shares worth $2.72M. The position accounts for 0.05% of the portfolio, ranked #402.

IFP Advisors first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • IFP Advisors held 49,362 shares of Dimensional US Marketwide Value ETF worth $2.72M as of Q2 2026.
  • IFP Advisors bought 6,642 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $349K.
  • Dimensional US Marketwide Value ETF made up 0.05% of IFP Advisors's portfolio in Q2 2026, its #402 holding.
  • IFP Advisors first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
  • 797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.