MFG
DFUV icon

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

Merit Financial 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 		$7.81M Buy
141,999
+24,317
+21% +$1.28M 0.05% 314
2026
Q1 		$5.7M Buy
117,682
+87,437
+289% +$4.29M 0.04% 353
2025
Q4 		$1.41M Buy
30,245
+1,153
+4% +$52.3K 0.01% 780
2025
Q3 		$1.3M Sell
29,092
-6,294
-18% -$274K 0.01% 739
2025
Q2 		$1.5M Buy
35,386
+3,833
+12% +$154K 0.02% 621
2025
Q1 		$1.3M Sell
31,553
-23
-0.1% -$965 0.02% 560
2024
Q4 		$1.29M Buy
31,576
+37
+0.1% +$1.57K 0.02% 441
2024
Q3 		$1.31M Buy
31,539
+1,798
+6% +$72.7K 0.03% 353
2024
Q2 		$1.17M Buy
29,741
+1
+0% +$40 0.03% 370
2024
Q1 		$1.17M Sell
29,740
-69
-0.2% -$2.64K 0.03% 362
2023
Q4 		$1.11M Buy
29,809
+70
+0.2% +$2.41K 0.03% 287
2023
Q3 		$1.01M Buy
29,739
+1
+0% +$35 0.03% 318
2023
Q2 		$1.03M Hold
29,738
– – 0.03% 333
2023
Q1 		$996K Buy
29,738
+1
+0% +$34 0.04% 292
2022
Q4 		$996K Buy
29,737
+1
+0% +$33 0.04% 299
2022
Q3 		$880K Hold
29,736
– – 0.04% 272
2022
Q2 		$940K Buy
+29,736
New +$990K 0.03% 270

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

Merit Financial Group's DFUV Position: Q2 2026 in Review

Merit Financial Group increased its Dimensional US Marketwide Value ETF (DFUV) stake by 21% in Q2 2026, buying an estimated $1.28M and bringing the position to 141,999 shares worth $7.81M. The position accounts for 0.05% of the portfolio, ranked #314.

Merit Financial Group 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.

  • Merit Financial Group held 141,999 shares of Dimensional US Marketwide Value ETF worth $7.81M as of Q2 2026.
  • Merit Financial Group bought 24,317 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $1.28M.
  • Dimensional US Marketwide Value ETF made up 0.05% of Merit Financial Group's portfolio in Q2 2026, its #314 holding.
  • Merit Financial Group 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 Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.