KFAS
DFUV icon

Keating Financial Advisory Services’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Keating Financial Advisory Services’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 		$172K Hold
3,129
– – 0.02% 376
2026
Q1 		$152K Sell
3,129
-289
-8% -$14.2K 0.02% 377
2025
Q4 		$159K Buy
+3,418
New +$155K 0.02% 408

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

Keating Financial Advisory Services's DFUV Position: Q2 2026 in Review

Keating Financial Advisory Services held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 3,129 shares worth $172K. The position accounts for 0.02% of the portfolio, ranked #376.

Keating Financial Advisory Services first reported a position in DFUV in Q4 2025 and has held it in 3 quarters since. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Keating Financial Advisory Services held 3,129 shares of Dimensional US Marketwide Value ETF worth $172K as of Q2 2026.
  • Keating Financial Advisory Services left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
  • Dimensional US Marketwide Value ETF made up 0.02% of Keating Financial Advisory Services's portfolio in Q2 2026, its #376 holding.
  • Keating Financial Advisory Services first reported a position in Dimensional US Marketwide Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.