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Leavell Investment Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Leavell Investment Management’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 		$277K Hold
5,031
– – 0.01% 551
2026
Q1 		$244K Hold
5,031
– – 0.01% 562
2025
Q4 		$234K Hold
5,031
– – 0.01% 551
2025
Q3 		$225K Sell
5,031
-353
-7% -$15.4K 0.01% 552
2025
Q2 		$228K Sell
5,384
-734
-12% -$29.5K 0.01% 544
2025
Q1 		$252K Hold
6,118
– – 0.01% 490
2024
Q4 		$250K Hold
6,118
– – 0.01% 490
2024
Q3 		$255K Hold
6,118
– – 0.01% 490
2024
Q2 		$240K Sell
6,118
-641
-9% -$25.4K 0.01% 467
2024
Q1 		$276K Hold
6,759
– – 0.02% 432
2023
Q4 		$252K Hold
6,759
– – 0.02% 429
2023
Q3 		$230K Hold
6,759
– – 0.02% 431
2023
Q2 		$233K Sell
6,759
-747
-10% -$25K 0.02% 433
2023
Q1 		$251K Hold
7,506
– – 0.02% 408
2022
Q4 		$251K Hold
7,506
– – 0.02% 397
2022
Q3 		$222K Hold
7,506
– – 0.02% 408
2022
Q2 		$237K Buy
+7,506
New +$250K 0.02% 399

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 27.94% 1-Year Est. Return

Leavell Investment Management's DFUV Position: Q2 2026 in Review

Leavell Investment Management held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 5,031 shares worth $277K. The position accounts for 0.01% of the portfolio, ranked #551.

Leavell Investment Management first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Leavell Investment Management held 5,031 shares of Dimensional US Marketwide Value ETF worth $277K as of Q2 2026.
  • Leavell Investment Management left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
  • Dimensional US Marketwide Value ETF made up 0.01% of Leavell Investment Management's portfolio in Q2 2026, its #551 holding.
  • Leavell Investment Management first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
  • 797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.