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Kathmere Capital Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Kathmere Capital Management’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 		$1.33M Buy
24,108
+149
+0.6% +$7.82K 0.07% 196
2026
Q1 		$1.16M Buy
23,959
+3,381
+16% +$166K 0.07% 192
2025
Q4 		$959K Hold
20,578
– – 0.06% 198
2025
Q3 		$920K Hold
20,578
– – 0.07% 183
2025
Q2 		$870K Buy
20,578
+5,686
+38% +$228K 0.07% 186
2025
Q1 		$614K Buy
14,892
+3
+0% +$126 0.05% 208
2024
Q4 		$609K Buy
14,889
+3
+0% +$127 0.05% 194
2024
Q3 		$621K Buy
14,886
+2
+0% +$81 0.06% 173
2024
Q2 		$584K Buy
14,884
+9,427
+173% +$373K 0.06% 161
2024
Q1 		$223K Buy
5,457
+2
+0% +$76 0.03% 291
2023
Q4 		$203K Buy
+5,455
New +$188K 0.03% 277

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 28.19% 1-Year Est. Return

Kathmere Capital Management's DFUV Position: Q2 2026 in Review

Kathmere Capital Management increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.62% in Q2 2026, buying an estimated $7.82K and bringing the position to 24,108 shares worth $1.33M. The position accounts for 0.07% of the portfolio, ranked #196.

Kathmere Capital Management first reported a position in DFUV in Q4 2023 and has held it in 11 quarters since. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Kathmere Capital Management held 24,108 shares of Dimensional US Marketwide Value ETF worth $1.33M as of Q2 2026.
  • Kathmere Capital Management bought 149 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $7.82K.
  • Dimensional US Marketwide Value ETF made up 0.07% of Kathmere Capital Management's portfolio in Q2 2026, its #196 holding.
  • Kathmere Capital Management first reported a position in Dimensional US Marketwide Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Kathmere Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.