NWP
DFUV icon

NerdWallet Wealth Partners’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

NerdWallet Wealth 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 		$837K Hold
15,216
– – 0.29% 33
2026
Q1 		$737K Hold
15,216
– – 0.32% 31
2025
Q4 		$709K Hold
15,216
– – 0.32% 34
2025
Q3 		$680K Buy
+15,216
New +$663K 0.33% 33

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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

NerdWallet Wealth Partners's DFUV Position: Q2 2026 in Review

NerdWallet Wealth Partners held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 15,216 shares worth $837K. The position accounts for 0.29% of the portfolio, ranked #33.

NerdWallet Wealth Partners first reported a position in DFUV in Q3 2025 and has held it in 4 quarters since. 798 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • NerdWallet Wealth Partners held 15,216 shares of Dimensional US Marketwide Value ETF worth $837K as of Q2 2026.
  • NerdWallet Wealth Partners left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
  • Dimensional US Marketwide Value ETF made up 0.29% of NerdWallet Wealth Partners's portfolio in Q2 2026, its #33 holding.
  • NerdWallet Wealth Partners first reported a position in Dimensional US Marketwide Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 798 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on NerdWallet Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.