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DFUV icon

Klingman & Associates’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Klingman & Associates’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 		$1.77M Buy
32,214
+671
+2% +$35.2K 0.08% 96
2026
Q1 		$1.53M Buy
31,543
+86
+0.3% +$4.22K 0.07% 101
2025
Q4 		$1.47M Buy
+31,457
New +$1.43M 0.07% 103

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 $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
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Klingman & Associates's DFUV Position: Q2 2026 in Review

Klingman & Associates increased its Dimensional US Marketwide Value ETF (DFUV) stake by 2.1% in Q2 2026, buying an estimated $35.2K and bringing the position to 32,214 shares worth $1.77M. The position accounts for 0.08% of the portfolio, ranked #96.

Klingman & Associates first reported a position in DFUV in Q4 2025 and has held it in 3 quarters since. 800 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Klingman & Associates held 32,214 shares of Dimensional US Marketwide Value ETF worth $1.77M as of Q2 2026.
  • Klingman & Associates bought 671 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $35.2K.
  • Dimensional US Marketwide Value ETF made up 0.08% of Klingman & Associates's portfolio in Q2 2026, its #96 holding.
  • Klingman & Associates first reported a position in Dimensional US Marketwide Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 800 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.