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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
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

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

Mather Group's DFUV Position: Q2 2026 in Review

Mather Group reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 0.66% in Q2 2026, selling an estimated $165K and leaving 474,836 shares worth $26.1M. The position accounts for 0.23% of the portfolio, ranked #52.

Mather Group first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. 799 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Mather Group held 474,836 shares of Dimensional US Marketwide Value ETF worth $26.1M as of Q2 2026.
  • Mather Group sold 3,148 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $165K.
  • Dimensional US Marketwide Value ETF made up 0.23% of Mather Group's portfolio in Q2 2026, its #52 holding.
  • Mather Group first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
  • 799 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.