Investors Research Corp’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Investors Research Corp’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	$52.5K	Hold	954	–	–	0.01%	387
2026 Q1	$46.2K	Hold	954	–	–	0.01%	397
2025 Q4	$44.4K	Hold	954	–	–	0.01%	454
2025 Q3	$42.6K	Hold	954	–	–	0.01%	469
2025 Q2	$40.3K	Hold	954	–	–	0.01%	497
2025 Q1	$39.3K	Hold	954	–	–	0.01%	489
2024 Q4	$39K	Hold	954	–	–	0.01%	502
2024 Q3	$39.8K	Hold	954	–	–	0.01%	509
2024 Q2	$37.5K	Hold	954	–	–	0.01%	536
2024 Q1	$39K	Hold	954	–	–	0.01%	533
2023 Q4	$35.5K	Hold	954	–	–	0.01%	559
2023 Q3	$32.5K	Hold	954	–	–	0.01%	573
2023 Q2	$32.9K	Hold	954	–	–	0.01%	578
2023 Q1	$31.9K	Hold	954	–	–	0.01%	591
2022 Q4	$31.9K	Hold	954	–	–	0.01%	589
2022 Q3	$28K	Hold	954	–	–	0.01%	589
2022 Q2	$30K	Buy	+954	New	+$31.8K	0.01%	577

Other funds holding DFUV

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TCOTS

Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

KAM

KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return

Investors Research Corp's DFUV Position: Q2 2026 in Review

Investors Research Corp held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 954 shares worth $52.5K. The position accounts for 0.01% of the portfolio, ranked #387.

Investors Research Corp first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. 147 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Investors Research Corp held 954 shares of Dimensional US Marketwide Value ETF worth $52.5K as of Q2 2026.
Investors Research Corp left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
Dimensional US Marketwide Value ETF made up 0.01% of Investors Research Corp's portfolio in Q2 2026, its #387 holding.
Investors Research Corp first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
147 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.