Investment Advisory Group’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Investment Advisory 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	$5.4M	Sell	98,096 -96	-0.1%	-$5.04K	1.17%	21
2026 Q1	$4.76M	Hold	98,192	–	–	1.21%	20
2025 Q4	$4.57M	Hold	98,192	–	–	1.18%	21
2025 Q3	$4.39M	Hold	98,192	–	–	1.19%	20
2025 Q2	$4.15M	Hold	98,192	–	–	1.26%	19
2025 Q1	$4.05M	Hold	98,192	–	–	1.35%	19
2024 Q4	$4.02M	Hold	98,192	–	–	1.35%	18
2024 Q3	$4.09M	Buy	98,192 +165	+0.2%	+$6.67K	1.42%	19
2024 Q2	$3.85M	Buy	98,027 +380	+0.4%	+$15K	1.49%	19
2024 Q1	$3.99M	Hold	97,647	–	–	1.65%	18
2023 Q4	$3.63M	Buy	97,647 +1,499	+2%	+$51.6K	1.67%	16
2023 Q3	$3.27M	Buy	96,148 +12,690	+15%	+$445K	1.7%	17
2023 Q2	$2.88M	Sell	83,458 -298	-0.4%	-$9.96K	1.47%	19
2023 Q1	$2.8M	Buy	83,756 +17,990	+27%	+$616K	1.61%	19
2022 Q4	$2.2M	Buy	65,766 +298	+0.5%	+$9.9K	1.35%	19
2022 Q3	$1.94M	Buy	65,468 +816	+1%	+$26.5K	1.35%	21
2022 Q2	$2.04M	Buy	+64,652	New	+$2.15M	1.39%	20

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

Investment Advisory Group's DFUV Position: Q2 2026 in Review

Investment Advisory Group reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 0.1% in Q2 2026, selling an estimated $5.04K and leaving 98,096 shares worth $5.4M. The position accounts for 1.17% of the portfolio, ranked #21.

Investment Advisory Group first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Investment Advisory Group held 98,096 shares of Dimensional US Marketwide Value ETF worth $5.4M as of Q2 2026.
Investment Advisory Group sold 96 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $5.04K.
Dimensional US Marketwide Value ETF made up 1.17% of Investment Advisory Group's portfolio in Q2 2026, its #21 holding.
Investment Advisory Group first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Investment Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.