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Independent Financial Group’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Independent Financial Group’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 		$361K Buy
6,565
+1,492
+29% +$78.3K 0.01% 1139
2026
Q1 		$246K Sell
5,073
-68
-1% -$3.34K 0.01% 1267
2025
Q4 		$240K Buy
5,141
+76
+2% +$3.45K 0.01% 1257
2025
Q3 		$226K Buy
5,065
+240
+5% +$10.5K 0.01% 1226
2025
Q2 		$204K Buy
+4,825
New +$194K 0.01% 1222

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 27.94% 1-Year Est. Return

Independent Financial Group's DFUV Position: Q2 2026 in Review

Independent Financial Group increased its Dimensional US Marketwide Value ETF (DFUV) stake by 29% in Q2 2026, buying an estimated $78.3K and bringing the position to 6,565 shares worth $361K. The position accounts for 0.01% of the portfolio, ranked #1139.

Independent Financial Group first reported a position in DFUV in Q2 2025 and has held it in 5 quarters since. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Independent Financial Group held 6,565 shares of Dimensional US Marketwide Value ETF worth $361K as of Q2 2026.
  • Independent Financial Group bought 1,492 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $78.3K.
  • Dimensional US Marketwide Value ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1139 holding.
  • Independent Financial Group first reported a position in Dimensional US Marketwide Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.