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

Norden 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 		$299K Buy
5,431
+18
+0.3% +$945 0.02% 524
2026
Q1 		$262K Buy
5,413
+20
+0.4% +$981 0.03% 501
2025
Q4 		$251K Buy
5,393
+18
+0.3% +$816 0.02% 521
2025
Q3 		$240K Buy
5,375
+24
+0.4% +$1.04K 0.02% 525
2025
Q2 		$226K Buy
5,351
+25
+0.5% +$1K 0.02% 508
2025
Q1 		$219K Buy
5,326
+21
+0.4% +$882 0.03% 501
2024
Q4 		$217K Buy
5,305
+199
+4% +$8.45K 0.02% 491
2024
Q3 		$213K Buy
+5,106
New +$206K 0.03% 471

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

Norden Group's DFUV Position: Q2 2026 in Review

Norden Group increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.33% in Q2 2026, buying an estimated $945 and bringing the position to 5,431 shares worth $299K. The position accounts for 0.02% of the portfolio, ranked #524.

Norden Group first reported a position in DFUV in Q3 2024 and has held it in 8 quarters since. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Norden Group held 5,431 shares of Dimensional US Marketwide Value ETF worth $299K as of Q2 2026.
  • Norden Group bought 18 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $945.
  • Dimensional US Marketwide Value ETF made up 0.02% of Norden Group's portfolio in Q2 2026, its #524 holding.
  • Norden Group first reported a position in Dimensional US Marketwide Value ETF in Q3 2024 and has held it in 8 quarters since.
  • 797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Norden Group's 13F filing for Q2 2026, filed 29 Jul 2026.