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

OneDigital 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 		$17.1M Sell
310,466
-5,473
-2% -$287K 0.14% 131
2026
Q1 		$15.3M Sell
315,939
-12,358
-4% -$606K 0.15% 130
2025
Q4 		$15.3M Sell
328,297
-13,504
-4% -$613K 0.15% 129
2025
Q3 		$15.3M Sell
341,801
-6,216
-2% -$271K 0.16% 126
2025
Q2 		$14.7M Sell
348,017
-12,561
-3% -$504K 0.16% 122
2025
Q1 		$14.9M Sell
360,578
-15,692
-4% -$659K 0.18% 117
2024
Q4 		$15.4M Buy
376,270
+3,427
+0.9% +$145K 0.18% 108
2024
Q3 		$15.5M Buy
372,843
+194,963
+110% +$7.88M 0.18% 108
2024
Q2 		$6.99M Sell
177,880
-4,469
-2% -$177K 0.09% 182
2024
Q1 		$7.46M Sell
182,349
-3,884
-2% -$148K 0.12% 160
2023
Q4 		$6.93M Buy
+186,233
New +$6.41M 0.12% 153

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

OneDigital Investment Advisors's DFUV Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 1.7% in Q2 2026, selling an estimated $287K and leaving 310,466 shares worth $17.1M. The position accounts for 0.14% of the portfolio, ranked #131.

OneDigital Investment Advisors first reported a position in DFUV in Q4 2023 and has held it in 11 quarters since. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • OneDigital Investment Advisors held 310,466 shares of Dimensional US Marketwide Value ETF worth $17.1M as of Q2 2026.
  • OneDigital Investment Advisors sold 5,473 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $287K.
  • Dimensional US Marketwide Value ETF made up 0.14% of OneDigital Investment Advisors's portfolio in Q2 2026, its #131 holding.
  • OneDigital Investment Advisors first reported a position in Dimensional US Marketwide Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.