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

Mayflower 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 		$1.28M Buy
23,183
+928
+4% +$48.7K 0.11% 162
2026
Q1 		$1.08M Buy
+22,255
New +$1.09M 0.13% 162

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 28.19% 1-Year Est. Return

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

Mayflower Financial Advisors increased its Dimensional US Marketwide Value ETF (DFUV) stake by 4.2% in Q2 2026, buying an estimated $48.7K and bringing the position to 23,183 shares worth $1.28M. The position accounts for 0.11% of the portfolio, ranked #162.

Mayflower Financial Advisors first reported a position in DFUV in Q1 2026 and has held it in 2 quarters since. 798 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Mayflower Financial Advisors held 23,183 shares of Dimensional US Marketwide Value ETF worth $1.28M as of Q2 2026.
  • Mayflower Financial Advisors bought 928 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $48.7K.
  • Dimensional US Marketwide Value ETF made up 0.11% of Mayflower Financial Advisors's portfolio in Q2 2026, its #162 holding.
  • Mayflower Financial Advisors first reported a position in Dimensional US Marketwide Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 798 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.