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Narus Financial Partners’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Narus Financial Partners’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 		$917K Sell
16,671
-300
-2% -$15.8K 0.24% 73
2026
Q1 		$822K Hold
16,971
– – 0.22% 71
2025
Q4 		$791K Sell
16,971
-1
-0% -$45 0.22% 70
2025
Q3 		$758K Buy
16,972
+2
+0% +$87 0.21% 73
2025
Q2 		$717K Buy
16,970
+432
+3% +$17.3K 0.22% 70
2025
Q1 		$682K Sell
16,538
-299
-2% -$12.6K 0.23% 64
2024
Q4 		$689K Buy
16,837
+30
+0.2% +$1.27K 0.23% 64
2024
Q3 		$701K Sell
16,807
-365
-2% -$14.8K 0.25% 61
2024
Q2 		$674K Buy
17,172
+136
+0.8% +$5.38K 0.27% 62
2024
Q1 		$697K Hold
17,036
– – 0.3% 60
2023
Q4 		$634K Sell
17,036
-47
-0.3% -$1.62K 0.31% 60
2023
Q3 		$581K Hold
17,083
– – 0.3% 55
2023
Q2 		$589K Sell
17,083
-631
-4% -$21.1K 0.3% 55
2023
Q1 		$593K Hold
17,714
– – 0.32% 58
2022
Q4 		$593K Buy
17,714
+88
+0.5% +$2.92K 0.34% 51
2022
Q3 		$522K Buy
17,626
+2,025
+13% +$65.8K 0.33% 49
2022
Q2 		$493K Buy
+15,601
New +$519K 0.31% 55

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

Narus Financial Partners's DFUV Position: Q2 2026 in Review

Narus Financial Partners reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 1.8% in Q2 2026, selling an estimated $15.8K and leaving 16,671 shares worth $917K. The position accounts for 0.24% of the portfolio, ranked #73.

Narus Financial Partners 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.

  • Narus Financial Partners held 16,671 shares of Dimensional US Marketwide Value ETF worth $917K as of Q2 2026.
  • Narus Financial Partners sold 300 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $15.8K.
  • Dimensional US Marketwide Value ETF made up 0.24% of Narus Financial Partners's portfolio in Q2 2026, its #73 holding.
  • Narus Financial Partners 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 Narus Financial Partners's 13F filing for Q2 2026, filed 31 Jul 2026.