Mather Group
DFUV icon

Mather Group’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Mather Group’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
Q3 		$25.7M Sell
466,740
-8,096
-2% -$455K 0.22% 52
2026
Q2 		$26.1M Sell
474,836
-3,148
-0.7% -$165K 0.23% 52
2026
Q1 		$23.2M Sell
477,984
-5,088
-1% -$250K 0.23% 48
2025
Q4 		$22.5M Sell
483,072
-88,571
-15% -$4.02M 0.23% 47
2025
Q3 		$25.5M Sell
571,643
-19,260
-3% -$839K 0.26% 46
2025
Q2 		$25M Sell
590,903
-32,034
-5% -$1.29M 0.27% 46
2025
Q1 		$25.7M Buy
622,937
+302,339
+94% +$12.7M 0.3% 42
2024
Q4 		$13.1M Sell
320,598
-21,289
-6% -$904K 0.17% 70
2024
Q3 		$14.3M Sell
341,887
-120,768
-26% -$4.88M 0.18% 67
2024
Q2 		$18.9M Buy
462,655
+23,686
+5% +$937K 0.23% 44
2024
Q1 		$16.3M Sell
438,969
-3,470
-0.8% -$133K 0.26% 40
2023
Q4 		$16.5M Sell
442,439
-27,624
-6% -$951K 0.26% 40
2023
Q3 		$16M Buy
470,063
+100,101
+27% +$3.51M 0.28% 34
2023
Q2 		$12.8M Buy
369,962
+13,502
+4% +$451K 0.2% 54
2023
Q1 		$11.9M Sell
356,460
-843
-0.2% -$28.9K 0.21% 52
2022
Q4 		$12M Buy
357,303
+56,613
+19% +$1.88M 0.23% 54
2022
Q3 		$8.9M Buy
300,690
+31,954
+12% +$1.04M 0.19% 58
2022
Q2 		$8.49M Buy
+268,736
New +$8.94M 0.19% 58

Other funds holding DFUV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
SC
Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
PWIA
Porter White Investment Advisors Birmingham, Alabama $161M AUM 13.97% 1-Year Est. Return
DEM
Disciplined Equity Management Neptune Beach, Florida $227M AUM 20.15% 1-Year Est. Return
Elser Financial Planning
Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Mather Group's DFUV Position: Q3 2026 in Review

Mather Group reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 1.7% in Q3 2026, selling an estimated $455K and leaving 466,740 shares worth $25.7M. The position accounts for 0.22% of the portfolio, ranked #52.

Mather Group first reported a position in DFUV in Q2 2022 and has held it in 18 quarters since. The position peaked at $26.1M in Q2 2026. 146 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

  • Mather Group held 466,740 shares of Dimensional US Marketwide Value ETF worth $25.7M as of Q3 2026.
  • Mather Group sold 8,096 Dimensional US Marketwide Value ETF shares in Q3 2026, an estimated $455K.
  • Dimensional US Marketwide Value ETF made up 0.22% of Mather Group's portfolio in Q3 2026, its #52 holding.
  • Mather Group first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 18 quarters since.
  • Mather Group's Dimensional US Marketwide Value ETF position peaked at $26.1M in Q2 2026.
  • 146 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.