IF
DFUV icon

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

Ironwood 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 		$499K Hold
9,070
– – 0.08% 121
2026
Q1 		$440K Hold
9,070
– – 0.08% 120
2025
Q4 		$438K Hold
9,070
– – 0.07% 118
2025
Q3 		$405K Hold
9,070
– – 0.07% 123
2025
Q2 		$374K Hold
9,070
– – 0.08% 119
2025
Q1 		$374K Sell
9,070
-200
-2% -$8.39K 0.08% 119
2024
Q4 		$379K Hold
9,270
– – 0.08% 116
2024
Q3 		$386K Hold
9,270
– – 0.08% 115
2024
Q2 		$364K Hold
9,270
– – 0.08% 118
2024
Q1 		$379K Hold
9,270
– – 0.09% 119
2023
Q4 		$345K Sell
9,270
-547
-6% -$18.8K 0.08% 117
2023
Q3 		$334K Sell
9,817
-100
-1% -$3.5K 0.09% 109
2023
Q2 		$342K Hold
9,917
– – 0.09% 112
2023
Q1 		$332K Hold
9,917
– – 0.09% 113
2022
Q4 		$332K Hold
9,917
– – 0.1% 114
2022
Q3 		$294K Hold
9,917
– – 0.1% 97
2022
Q2 		$313K Buy
+9,917
New +$330K 0.1% 96

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Focus Partners Wealth
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
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HighTower Advisors
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
Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return

Ironwood Financial's DFUV Position: Q2 2026 in Review

Ironwood Financial held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 9,070 shares worth $499K. The position accounts for 0.08% of the portfolio, ranked #121.

Ironwood Financial 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.

  • Ironwood Financial held 9,070 shares of Dimensional US Marketwide Value ETF worth $499K as of Q2 2026.
  • Ironwood Financial left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
  • Dimensional US Marketwide Value ETF made up 0.08% of Ironwood Financial's portfolio in Q2 2026, its #121 holding.
  • Ironwood Financial 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 Ironwood Financial's 13F filing for Q2 2026, filed 17 Jul 2026.