Key Financial Inc’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Key Financial Inc’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	$915K	Sell	16,635 -716	-4%	-$37.6K	0.15%	123
2026 Q1	$841K	Hold	17,351	–	–	0.15%	127
2025 Q4	$808K	Hold	17,351	–	–	0.15%	123
2025 Q3	$776K	Hold	17,351	–	–	0.14%	129
2025 Q2	$734K	Hold	17,351	–	–	0.15%	124
2025 Q1	$715K	Hold	17,351	–	–	0.16%	121
2024 Q4	$710K	Hold	17,351	–	–	0.16%	114
2024 Q3	$723K	Hold	17,351	–	–	0.16%	113
2024 Q2	$681K	Hold	17,351	–	–	0.16%	108
2024 Q1	$710K	Hold	17,351	–	–	0.18%	100
2023 Q4	$646K	Hold	17,351	–	–	0.18%	102
2023 Q3	$590K	Hold	17,351	–	–	0.2%	95
2023 Q2	$599K	Hold	17,351	–	–	0.2%	95
2023 Q1	$581K	Hold	17,351	–	–	0.21%	91
2022 Q4	$514K	Hold	17,351	–	–	0.24%	80
2022 Q3	$514K	Hold	17,351	–	–	0.24%	80
2022 Q2	$551K	Buy	+17,351	New	+$577K	0.3%	63

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

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 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

TWA

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

Key Financial Inc's DFUV Position: Q2 2026 in Review

Key Financial Inc reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 4.1% in Q2 2026, selling an estimated $37.6K and leaving 16,635 shares worth $915K. The position accounts for 0.15% of the portfolio, ranked #123.

Key Financial Inc first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. 800 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Key Financial Inc held 16,635 shares of Dimensional US Marketwide Value ETF worth $915K as of Q2 2026.
Key Financial Inc sold 716 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $37.6K.
Dimensional US Marketwide Value ETF made up 0.15% of Key Financial Inc's portfolio in Q2 2026, its #123 holding.
Key Financial Inc first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
800 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.