KFG
DFUV icon

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

Kelly Financial Group’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 		$296K Sell
5,379
-53
-1% -$2.78K 0.07% 81
2026
Q1 		$263K Buy
5,432
+431
+9% +$21.1K 0.07% 80
2025
Q4 		$233K Buy
5,001
+64
+1% +$2.9K 0.06% 82
2025
Q3 		$221K Sell
4,937
-180
-4% -$7.84K 0.06% 84
2025
Q2 		$216K Buy
+5,117
New +$206K 0.06% 79

Other funds holding DFUV

EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TCOTS
Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return
KAM
KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return

Kelly Financial Group's DFUV Position: Q2 2026 in Review

Kelly Financial Group reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 0.98% in Q2 2026, selling an estimated $2.78K and leaving 5,379 shares worth $296K. The position accounts for 0.07% of the portfolio, ranked #81.

Kelly Financial Group first reported a position in DFUV in Q2 2025 and has held it in 5 quarters since. 214 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Kelly Financial Group held 5,379 shares of Dimensional US Marketwide Value ETF worth $296K as of Q2 2026.
  • Kelly Financial Group sold 53 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $2.78K.
  • Dimensional US Marketwide Value ETF made up 0.07% of Kelly Financial Group's portfolio in Q2 2026, its #81 holding.
  • Kelly Financial Group first reported a position in Dimensional US Marketwide Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 214 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Kelly Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.