NA
DFUV icon

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

NewEdge 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 		$2.5M Buy
45,490
+7,156
+19% +$376K 0.01% 1100
2026
Q1 		$1.86M Sell
38,334
-31
-0.1% -$1.52K 0.01% 1153
2025
Q4 		$1.79M Sell
38,365
-142
-0.4% -$6.44K 0.01% 1132
2025
Q3 		$1.72M Sell
38,507
-485
-1% -$21.1K 0.01% 1096
2025
Q2 		$1.65M Sell
38,992
-2,387
-6% -$95.9K 0.01% 1030
2025
Q1 		$1.71M Sell
41,379
-4,135
-9% -$174K 0.01% 924
2024
Q4 		$1.86M Buy
45,514
+3,490
+8% +$148K 0.01% 856
2024
Q3 		$1.75M Sell
42,024
-1,216
-3% -$49.1K 0.01% 848
2024
Q2 		$1.7M Buy
43,240
+1,607
+4% +$63.6K 0.01% 830
2024
Q1 		$1.7M Buy
41,633
+24,296
+140% +$928K 0.01% 754
2023
Q4 		$643K Buy
17,337
+3,269
+23% +$113K 0.01% 1157
2023
Q3 		$479K Buy
14,068
+1,864
+15% +$65.3K 0.01% 1196
2023
Q2 		$421K Buy
12,204
+8,202
+205% +$274K ﹤0.01% 1272
2023
Q1 		$134K Sell
4,002
-873
-18% -$29.9K ﹤0.01% 1659
2022
Q4 		$41.8K Buy
+4,875
New +$162K ﹤0.01% 1795

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 $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

NewEdge Advisors's DFUV Position: Q2 2026 in Review

NewEdge Advisors increased its Dimensional US Marketwide Value ETF (DFUV) stake by 19% in Q2 2026, buying an estimated $376K and bringing the position to 45,490 shares worth $2.5M. The position accounts for 0.01% of the portfolio, ranked #1100.

NewEdge Advisors first reported a position in DFUV in Q4 2022 and has held it in 15 quarters since. 800 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • NewEdge Advisors held 45,490 shares of Dimensional US Marketwide Value ETF worth $2.5M as of Q2 2026.
  • NewEdge Advisors bought 7,156 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $376K.
  • Dimensional US Marketwide Value ETF made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1100 holding.
  • NewEdge Advisors first reported a position in Dimensional US Marketwide Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 800 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.