KFI
DFUV icon

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
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
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Key Financial Inc's DFUV Position: Q1 2026 in Review

Key Financial Inc held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q1 2026 at 17,351 shares worth $841K. The position accounts for 0.15% of the portfolio, ranked #127.

Key Financial Inc first reported a position in DFUV in Q2 2022 and has held it in 16 quarters since. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

  • Key Financial Inc held 17,351 shares of Dimensional US Marketwide Value ETF worth $841K as of Q1 2026.
  • Key Financial Inc left its Dimensional US Marketwide Value ETF share count unchanged in Q1 2026.
  • Dimensional US Marketwide Value ETF made up 0.15% of Key Financial Inc's portfolio in Q1 2026, its #127 holding.
  • Key Financial Inc first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 16 quarters since.
  • 766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.