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

Intrua Financial’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	$250K	Sell	4,537 -240	-5%	-$12.6K	0.02%	428
2026 Q1	$231K	Hold	4,777	–	–	0.02%	416
2025 Q4	$223K	Sell	4,777 -1,150	-19%	-$52.2K	0.02%	431
2025 Q3	$265K	Hold	5,927	–	–	0.03%	379
2025 Q2	$251K	Hold	5,927	–	–	0.03%	321
2025 Q1	$244K	Sell	5,927 -900	-13%	-$37.8K	0.04%	318
2024 Q4	$279K	Sell	6,827 -150	-2%	-$6.37K	0.04%	284
2024 Q3	$291K	Hold	6,977	–	–	0.04%	309
2024 Q2	$274K	Hold	6,977	–	–	0.04%	322
2024 Q1	$285K	Hold	6,977	–	–	0.04%	330
2023 Q4	$260K	Hold	6,977	–	–	0.04%	343
2023 Q3	$237K	Hold	6,977	–	–	0.04%	305
2023 Q2	$241K	Hold	6,977	–	–	0.04%	312
2023 Q1	$227K	Hold	6,977	–	–	0.05%	297
2022 Q4	$239K	Hold	6,977	–	–	0.06%	287
2022 Q3	$207K	Hold	6,977	–	–	0.06%	290
2022 Q2	$220K	Buy	+6,977	New	+$232K	0.05%	334

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 $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 Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Intrua Financial's DFUV Position: Q2 2026 in Review

Intrua Financial reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 5% in Q2 2026, selling an estimated $12.6K and leaving 4,537 shares worth $250K. The position accounts for 0.02% of the portfolio, ranked #428.

Intrua Financial first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. The position peaked at $291K in Q3 2024. 800 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Intrua Financial held 4,537 shares of Dimensional US Marketwide Value ETF worth $250K as of Q2 2026.
Intrua Financial sold 240 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $12.6K.
Dimensional US Marketwide Value ETF made up 0.02% of Intrua Financial's portfolio in Q2 2026, its #428 holding.
Intrua Financial first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
Intrua Financial's Dimensional US Marketwide Value ETF position peaked at $291K in Q3 2024.
800 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.