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

Institute for 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	$412K	Hold	7,491	–	–	0.04%	365
2026 Q1	$363K	Hold	7,491	–	–	0.04%	380
2025 Q4	$349K	Hold	7,491	–	–	0.04%	396
2025 Q3	$335K	Hold	7,491	–	–	0.03%	426
2025 Q2	$317K	Hold	7,491	–	–	0.04%	421
2025 Q1	$309K	Hold	7,491	–	–	0.04%	408
2024 Q4	$307K	Hold	7,491	–	–	0.04%	394
2024 Q3	$312K	Hold	7,491	–	–	0.04%	407
2024 Q2	$294K	Hold	7,491	–	–	0.04%	389
2024 Q1	$306K	Buy	+7,491	New	+$286K	0.04%	384

Other funds holding DFUV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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 Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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 Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return

Institute for Wealth Management's DFUV Position: Q2 2026 in Review

Institute for Wealth Management held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 7,491 shares worth $412K. The position accounts for 0.04% of the portfolio, ranked #365.

Institute for Wealth Management first reported a position in DFUV in Q1 2024 and has held it in 10 quarters since. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Institute for Wealth Management held 7,491 shares of Dimensional US Marketwide Value ETF worth $412K as of Q2 2026.
Institute for Wealth Management left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
Dimensional US Marketwide Value ETF made up 0.04% of Institute for Wealth Management's portfolio in Q2 2026, its #365 holding.
Institute for Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q1 2024 and has held it in 10 quarters since.
797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.