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IHT Wealth Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

IHT Wealth Management’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 		$1.25M Buy
22,784
+1,750
+8% +$91.9K 0.03% 528
2026
Q1 		$1.02M Buy
21,034
+417
+2% +$20.5K 0.02% 568
2025
Q4 		$961K Buy
20,617
+39
+0.2% +$1.77K 0.02% 551
2025
Q3 		$920K Buy
20,578
+69
+0.3% +$3K 0.02% 557
2025
Q2 		$867K Buy
20,509
+72
+0.4% +$2.89K 0.02% 532
2025
Q1 		$842K Buy
20,437
+61
+0.3% +$2.56K 0.03% 515
2024
Q4 		$834K Sell
20,376
-499
-2% -$21.2K 0.03% 516
2024
Q3 		$870K Buy
20,875
+64
+0.3% +$2.59K 0.02% 535
2024
Q2 		$817K Buy
20,811
+80
+0.4% +$3.17K 0.03% 482
2024
Q1 		$848K Buy
20,731
+63
+0.3% +$2.41K 0.03% 473
2023
Q4 		$769K Buy
20,668
+69
+0.3% +$2.38K 0.03% 464
2023
Q3 		$701K Buy
20,599
+90
+0.4% +$3.15K 0.04% 449
2023
Q2 		$708K Buy
20,509
+88
+0.4% +$2.94K 0.04% 433
2023
Q1 		$684K Buy
20,421
+81
+0.4% +$2.77K 0.04% 414
2022
Q4 		$681K Sell
20,340
-575
-3% -$19.1K 0.04% 395
2022
Q3 		$619K Buy
20,915
+750
+4% +$24.4K 0.05% 393
2022
Q2 		$637K Buy
+20,165
New +$671K 0.06% 325

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

IHT Wealth Management's DFUV Position: Q2 2026 in Review

IHT Wealth Management increased its Dimensional US Marketwide Value ETF (DFUV) stake by 8.3% in Q2 2026, buying an estimated $91.9K and bringing the position to 22,784 shares worth $1.25M. The position accounts for 0.03% of the portfolio, ranked #528.

IHT Wealth Management 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.

  • IHT Wealth Management held 22,784 shares of Dimensional US Marketwide Value ETF worth $1.25M as of Q2 2026.
  • IHT Wealth Management bought 1,750 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $91.9K.
  • Dimensional US Marketwide Value ETF made up 0.03% of IHT Wealth Management's portfolio in Q2 2026, its #528 holding.
  • IHT Wealth Management 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 IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.