IFA
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Index Fund Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Index Fund 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 		$318M Buy
5,787,541
+48,788
+0.9% +$2.56M 12.64% 4
2026
Q1 		$278M Buy
5,738,753
+5,083
+0.1% +$249K 12.52% 4
2025
Q4 		$267M Sell
5,733,670
-93,610
-2% -$4.25M 12.54% 4
2025
Q3 		$260M Buy
5,827,280
+560,081
+11% +$24.4M 12.63% 4
2025
Q2 		$223M Sell
5,267,199
-141,950
-3% -$5.7M 12.5% 4
2025
Q1 		$223M Sell
5,409,149
-751,237
-12% -$31.5M 13.79% 4
2024
Q4 		$252M Sell
6,160,386
-167,743
-3% -$7.12M 13.63% 4
2024
Q3 		$264M Sell
6,328,129
-185,400
-3% -$7.49M 13.98% 4
2024
Q2 		$256M Sell
6,513,529
-176,716
-3% -$6.99M 14.46% 4
2024
Q1 		$274M Sell
6,690,245
-103,812
-2% -$3.97M 15.11% 4
2023
Q4 		$253M Sell
6,794,057
-135,943
-2% -$4.68M 14.85% 4
2023
Q3 		$236M Sell
6,930,000
-73,838
-1% -$2.59M 15.66% 4
2023
Q2 		$242M Sell
7,003,838
-121,771
-2% -$4.07M 15.81% 4
2023
Q1 		$239M Sell
7,125,609
-111,711
-2% -$3.82M 16.3% 4
2022
Q4 		$242M Buy
7,237,320
+8,087
+0.1% +$269K 17.04% 4
2022
Q3 		$214M Buy
7,229,233
+240,698
+3% +$7.83M 16.58% 4
2022
Q2 		$221M Buy
+6,988,535
New +$233M 16.72% 4

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
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 $104B AUM 28.3% 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 $72.2B AUM 27.85% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Index Fund Advisors's DFUV Position: Q2 2026 in Review

Index Fund Advisors increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.85% in Q2 2026, buying an estimated $2.56M and bringing the position to 5,787,541 shares worth $318M. The position accounts for 12.64% of the portfolio, ranked #4.

Index Fund Advisors first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. 800 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Index Fund Advisors held 5,787,541 shares of Dimensional US Marketwide Value ETF worth $318M as of Q2 2026.
  • Index Fund Advisors bought 48,788 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $2.56M.
  • Dimensional US Marketwide Value ETF made up 12.64% of Index Fund Advisors's portfolio in Q2 2026, its #4 holding.
  • Index Fund Advisors first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
  • 800 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Index Fund Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.