Jones Financial Companies
DFUV icon

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

Jones Financial Companies’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 		$10.6M Sell
193,271
-11,962
-6% -$628K ﹤0.01% 903
2026
Q1 		$9.81M Buy
205,233
+7,835
+4% +$384K ﹤0.01% 832
2025
Q4 		$9.2M Buy
197,398
+29,156
+17% +$1.32M 0.01% 478
2025
Q3 		$7.51M Buy
168,242
+21,548
+15% +$938K 0.01% 473
2025
Q2 		$6.18M Buy
146,694
+16,348
+13% +$657K ﹤0.01% 446
2025
Q1 		$5.33M Buy
130,346
+34,282
+36% +$1.44M ﹤0.01% 412
2024
Q4 		$3.93M Buy
96,064
+33,747
+54% +$1.43M ﹤0.01% 401
2024
Q3 		$2.59M Buy
62,317
+50,099
+410% +$2.02M ﹤0.01% 398
2024
Q2 		$480K Buy
12,218
+8,018
+191% +$317K ﹤0.01% 574
2024
Q1 		$172K Sell
4,200
-783
-16% -$29.9K ﹤0.01% 485
2023
Q4 		$185K Buy
4,983
+1,539
+45% +$53K ﹤0.01% 333
2023
Q3 		$117K Hold
3,444
– – ﹤0.01% 299
2023
Q2 		$119K Buy
+3,444
New +$115K ﹤0.01% 296

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

Jones Financial Companies's DFUV Position: Q2 2026 in Review

Jones Financial Companies reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 5.8% in Q2 2026, selling an estimated $628K and leaving 193,271 shares worth $10.6M. The position accounts for ﹤0.01% of the portfolio, ranked #903.

Jones Financial Companies first reported a position in DFUV in Q2 2023 and has held it in 13 quarters since. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Jones Financial Companies held 193,271 shares of Dimensional US Marketwide Value ETF worth $10.6M as of Q2 2026.
  • Jones Financial Companies sold 11,962 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $628K.
  • Dimensional US Marketwide Value ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #903 holding.
  • Jones Financial Companies first reported a position in Dimensional US Marketwide Value ETF in Q2 2023 and has held it in 13 quarters since.
  • 797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.