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

Integrated Advisors Network’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
Q1 		$1.13M Sell
23,264
-2,024
-8% -$99.3K 0.06% 289
2025
Q4 		$1.18M Sell
25,288
-1,124
-4% -$51K 0.05% 313
2025
Q3 		$1.18M Sell
26,412
-5
-0% -$218 0.05% 328
2025
Q2 		$1.12M Buy
26,417
+562
+2% +$22.6K 0.05% 329
2025
Q1 		$1.07M Sell
25,855
-5,682
-18% -$239K 0.05% 308
2024
Q4 		$1.29M Buy
31,537
+825
+3% +$35K 0.06% 268
2024
Q3 		$1.28M Hold
30,712
– – 0.06% 283
2024
Q2 		$1.21M Buy
30,712
+271
+0.9% +$10.7K 0.06% 278
2024
Q1 		$1.25M Sell
30,441
-368
-1% -$14.1K 0.06% 272
2023
Q4 		$1.15M Sell
30,809
-384
-1% -$13.2K 0.06% 268
2023
Q3 		$1.06M Sell
31,193
-422
-1% -$14.8K 0.06% 266
2023
Q2 		$1.09M Sell
31,615
-271
-0.8% -$9.05K 0.06% 272
2023
Q1 		$1.07M Sell
31,886
-5,543
-15% -$190K 0.06% 278
2022
Q4 		$1.25M Sell
37,429
-2,726
-7% -$90.6K 0.08% 249
2022
Q3 		$1.19M Buy
40,155
+2,230
+6% +$72.5K 0.08% 246
2022
Q2 		$1.2M Buy
+37,925
New +$1.26M 0.08% 250

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Integrated Advisors Network's DFUV Position: Q1 2026 in Review

Integrated Advisors Network reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 8% in Q1 2026, selling an estimated $99.3K and leaving 23,264 shares worth $1.13M. The position accounts for 0.06% of the portfolio, ranked #289.

Integrated Advisors Network first reported a position in DFUV in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.29M in Q4 2024. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

  • Integrated Advisors Network held 23,264 shares of Dimensional US Marketwide Value ETF worth $1.13M as of Q1 2026.
  • Integrated Advisors Network sold 2,024 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $99.3K.
  • Dimensional US Marketwide Value ETF made up 0.06% of Integrated Advisors Network's portfolio in Q1 2026, its #289 holding.
  • Integrated Advisors Network first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 16 quarters since.
  • Integrated Advisors Network's Dimensional US Marketwide Value ETF position peaked at $1.29M in Q4 2024.
  • 766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on Integrated Advisors Network's 13F filing for Q1 2026, filed 28 Apr 2026.