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Oppenheimer & Co’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Oppenheimer & Co’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 		$736K Sell
13,386
-30
-0.2% -$1.57K 0.01% 1076
2026
Q1 		$650K Buy
13,416
+3,388
+34% +$166K 0.01% 1076
2025
Q4 		$467K Hold
10,028
– – 0.01% 1099
2025
Q3 		$448K Hold
10,028
– – 0.01% 1224
2025
Q2 		$424K Hold
10,028
– – 0.01% 1205
2025
Q1 		$413K Hold
10,028
– – 0.01% 1146
2024
Q4 		$410K Hold
10,028
– – 0.01% 1140
2024
Q3 		$418K Hold
10,028
– – 0.01% 1108
2024
Q2 		$394K Hold
10,028
– – 0.01% 1088
2024
Q1 		$410K Buy
+10,028
New +$383K 0.01% 1067

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

Oppenheimer & Co's DFUV Position: Q2 2026 in Review

Oppenheimer & Co reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 0.22% in Q2 2026, selling an estimated $1.57K and leaving 13,386 shares worth $736K. The position accounts for 0.01% of the portfolio, ranked #1076.

Oppenheimer & Co first reported a position in DFUV in Q1 2024 and has held it in 10 quarters since. 802 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Oppenheimer & Co held 13,386 shares of Dimensional US Marketwide Value ETF worth $736K as of Q2 2026.
  • Oppenheimer & Co sold 30 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $1.57K.
  • Dimensional US Marketwide Value ETF made up 0.01% of Oppenheimer & Co's portfolio in Q2 2026, its #1076 holding.
  • Oppenheimer & Co first reported a position in Dimensional US Marketwide Value ETF in Q1 2024 and has held it in 10 quarters since.
  • 802 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Oppenheimer & Co's 13F filing for Q2 2026, filed 3 Aug 2026.