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Moneta Group Investment Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Moneta Group Investment 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 		$4.9M Sell
89,084
-268
-0.3% -$14.1K 0.04% 191
2026
Q1 		$4.33M Buy
89,352
+5,013
+6% +$246K 0.03% 181
2025
Q4 		$3.93M Sell
84,339
-1,608
-2% -$72.9K 0.03% 192
2025
Q3 		$3.84M Sell
85,947
-1,578
-2% -$68.7K 0.03% 187
2025
Q2 		$3.7M Buy
87,525
+10
+0% +$402 0.04% 157
2025
Q1 		$3.61M Buy
87,515
+2,130
+2% +$89.4K 0.05% 157
2024
Q4 		$3.49M Sell
85,385
-500
-0.6% -$21.2K 0.05% 152
2024
Q3 		$3.58M Buy
85,885
+13,911
+19% +$562K 0.05% 148
2024
Q2 		$2.83M Sell
71,974
-1,266
-2% -$50.1K 0.05% 162
2024
Q1 		$3M Sell
73,240
-8,125
-10% -$310K 0.05% 155
2023
Q4 		$3.03M Buy
81,365
+14,121
+21% +$486K 0.06% 141
2023
Q3 		$2.29M Sell
67,244
-4,591
-6% -$161K 0.05% 155
2023
Q2 		$2.48M Buy
71,835
+19,895
+38% +$665K 0.05% 150
2023
Q1 		$1.74M Buy
51,940
+11,478
+28% +$393K 0.04% 174
2022
Q4 		$1.44M Sell
40,462
-2,463
-6% -$81.8K 0.04% 178
2022
Q3 		$1.27M Sell
42,925
-2,297
-5% -$74.7K 0.05% 172
2022
Q2 		$1.43M Buy
+45,222
New +$1.51M 0.05% 175

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 27.94% 1-Year Est. Return

Moneta Group Investment Advisors's DFUV Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 0.3% in Q2 2026, selling an estimated $14.1K and leaving 89,084 shares worth $4.9M. The position accounts for 0.04% of the portfolio, ranked #191.

Moneta Group Investment Advisors 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.

  • Moneta Group Investment Advisors held 89,084 shares of Dimensional US Marketwide Value ETF worth $4.9M as of Q2 2026.
  • Moneta Group Investment Advisors sold 268 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $14.1K.
  • Dimensional US Marketwide Value ETF made up 0.04% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #191 holding.
  • Moneta Group Investment Advisors 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 Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.