LPL Financial
DFUV icon

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

LPL Financial’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 		$73.8M Sell
1,341,644
-25,041
-2% -$1.31M 0.02% 827
2026
Q1 		$66.2M Buy
1,366,685
+11,341
+0.8% +$556K 0.02% 782
2025
Q4 		$63.1M Buy
1,355,344
+19,301
+1% +$875K 0.02% 760
2025
Q3 		$59.7M Sell
1,336,043
-4,428
-0.3% -$193K 0.02% 758
2025
Q2 		$56.7M Buy
1,340,471
+9,490
+0.7% +$381K 0.02% 708
2025
Q1 		$54.8M Buy
1,330,981
+148,426
+13% +$6.23M 0.02% 647
2024
Q4 		$48.4M Sell
1,182,555
-20,248
-2% -$859K 0.02% 661
2024
Q3 		$50.1M Buy
1,202,803
+51,250
+4% +$2.07M 0.02% 612
2024
Q2 		$45.2M Buy
1,151,553
+83,035
+8% +$3.29M 0.02% 599
2024
Q1 		$43.7M Sell
1,068,518
-74,217
-6% -$2.84M 0.02% 586
2023
Q4 		$42.5M Sell
1,142,735
-3,094
-0.3% -$107K 0.03% 557
2023
Q3 		$39M Buy
1,145,829
+18,473
+2% +$647K 0.03% 541
2023
Q2 		$38.9M Sell
1,127,356
-1,539
-0.1% -$51.4K 0.03% 516
2023
Q1 		$37.8M Sell
1,128,895
-19,132
-2% -$655K 0.03% 494
2022
Q4 		$38.4M Sell
1,148,027
-28,717
-2% -$954K 0.03% 467
2022
Q3 		$34.8M Buy
1,176,744
+1,131
+0.1% +$36.8K 0.03% 446
2022
Q2 		$37.1M Buy
+1,175,613
New +$39.1M 0.04% 424

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

LPL Financial's DFUV Position: Q2 2026 in Review

LPL Financial reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 1.8% in Q2 2026, selling an estimated $1.31M and leaving 1,341,644 shares worth $73.8M. The position accounts for 0.02% of the portfolio, ranked #827.

LPL Financial 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.

  • LPL Financial held 1,341,644 shares of Dimensional US Marketwide Value ETF worth $73.8M as of Q2 2026.
  • LPL Financial sold 25,041 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $1.31M.
  • Dimensional US Marketwide Value ETF made up 0.02% of LPL Financial's portfolio in Q2 2026, its #827 holding.
  • LPL Financial 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 LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.