Jim Simons’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Jim Simons’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	–	Sell	-35,100	Closed	-$1.7M	–	3281
2026 Q1	$1.7M	Buy	+35,100	New	+$1.72M	﹤0.01%	1985
2025 Q3	–	Sell	-11,400	Closed	-$482K	–	3584
2025 Q2	$482K	Buy	+11,400	New	+$458K	﹤0.01%	2847
2024 Q2	–	Sell	-19,400	Closed	-$793K	–	3579
2024 Q1	$793K	Buy	+19,400	New	+$741K	﹤0.01%	2630
2023 Q4	–	Sell	-12,100	Closed	-$412K	–	3805
2023 Q3	$412K	Sell	12,100 -11,000	-48%	-$385K	﹤0.01%	2799
2023 Q2	$797K	Buy	+23,100	New	+$772K	﹤0.01%	2605
2023 Q1	–	Sell	-20,800	Closed	-$696K	–	4050
2022 Q4	$696K	Sell	20,800 -2,400	-10%	-$79.8K	﹤0.01%	2745
2022 Q3	$687K	Buy	+23,200	New	+$754K	﹤0.01%	2724

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

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

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

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

Jim Simons's DFUV Position: Q2 2026 in Review

Jim Simons sold out of Dimensional US Marketwide Value ETF (DFUV) in Q2 2026, closing a stake of 35,100 shares — an estimated $1.7M sold.

Jim Simons first reported a position in DFUV in Q3 2022 and held it in 7 quarters. The position peaked at $1.7M in Q1 2026. 803 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Jim Simons reported no remaining Dimensional US Marketwide Value ETF position as of Q2 2026 after selling out during the quarter.
Jim Simons sold 35,100 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $1.7M.
Jim Simons first reported a position in Dimensional US Marketwide Value ETF in Q3 2022 and held it in 7 quarters.
Jim Simons's Dimensional US Marketwide Value ETF position peaked at $1.7M in Q1 2026.
803 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Renaissance Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.