LFA
DFUV icon

Level Financial Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Level Financial Advisors’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 		$10.5M Sell
190,210
-2,957
-2% -$155K 2.34% 15
2026
Q1 		$9.36M Sell
193,167
-1,694
-0.9% -$83.1K 2.39% 15
2025
Q4 		$9.08M Sell
194,861
-2,982
-2% -$135K 2.4% 14
2025
Q3 		$8.84M Sell
197,843
-1,848
-0.9% -$80.5K 2.49% 12
2025
Q2 		$8.44M Sell
199,691
-397
-0.2% -$15.9K 2.63% 9
2025
Q1 		$8.25M Sell
200,088
-120
-0.1% -$5.04K 2.8% 9
2024
Q4 		$8.19M Sell
200,208
-1,997
-1% -$84.8K 3.01% 9
2024
Q3 		$8.43M Sell
202,205
-3,723
-2% -$150K 3.22% 9
2024
Q2 		$8.09M Sell
205,928
-2,785
-1% -$110K 3.5% 7
2024
Q1 		$8.54M Sell
208,713
-246
-0.1% -$9.4K 3.87% 6
2023
Q4 		$7.78M Sell
208,959
-4,057
-2% -$140K 3.84% 6
2023
Q3 		$7.25M Buy
213,016
+2,219
+1% +$77.7K 4.05% 6
2023
Q2 		$7.27M Sell
210,797
-6,377
-3% -$213K 4.06% 6
2023
Q1 		$7.27M Sell
217,174
-1,294
-0.6% -$44.3K 4.36% 6
2022
Q4 		$7.31M Sell
218,468
-3,328
-2% -$111K 4.79% 6
2022
Q3 		$6.57M Sell
221,796
-1,675
-0.7% -$54.5K 4.85% 5
2022
Q2 		$7.06M Buy
+223,471
New +$7.44M 5.2% 6

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

Level Financial Advisors's DFUV Position: Q2 2026 in Review

Level Financial Advisors reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 1.5% in Q2 2026, selling an estimated $155K and leaving 190,210 shares worth $10.5M. The position accounts for 2.34% of the portfolio, ranked #15.

Level Financial Advisors 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.

  • Level Financial Advisors held 190,210 shares of Dimensional US Marketwide Value ETF worth $10.5M as of Q2 2026.
  • Level Financial Advisors sold 2,957 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $155K.
  • Dimensional US Marketwide Value ETF made up 2.34% of Level Financial Advisors's portfolio in Q2 2026, its #15 holding.
  • Level Financial Advisors 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 Level Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.