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

Oxford Financial 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 Q1	$487K	Hold	10,040	–	–	0.03%	166
2025 Q4	$468K	Sell	10,040 -4,290	-30%	-$195K	0.03%	150
2025 Q3	$640K	Hold	14,330	–	–	0.04%	120
2025 Q2	$606K	Hold	14,330	–	–	0.04%	118
2025 Q1	$591K	Hold	14,330	–	–	0.04%	117
2024 Q4	$586K	Hold	14,330	–	–	0.04%	125
2024 Q3	$597K	Hold	14,330	–	–	0.04%	122
2024 Q2	$563K	Hold	14,330	–	–	0.04%	138
2024 Q1	$586K	Hold	14,330	–	–	0.04%	119
2023 Q4	$533K	Hold	14,330	–	–	0.04%	132
2023 Q3	$488K	Hold	14,330	–	–	0.04%	129
2023 Q2	$494K	Hold	14,330	–	–	0.05%	138
2023 Q1	$480K	Hold	14,330	–	–	0.05%	115
2022 Q4	$480K	Hold	14,330	–	–	0.06%	116
2022 Q3	$424K	Hold	14,330	–	–	0.06%	115
2022 Q2	$453K	Buy	+14,330	New	+$477K	0.07%	111

Other funds holding DFUV

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Oxford Financial Group's DFUV Position: Q1 2026 in Review

Oxford Financial Group held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q1 2026 at 10,040 shares worth $487K. The position accounts for 0.03% of the portfolio, ranked #166.

Oxford Financial Group first reported a position in DFUV in Q2 2022 and has held it in 16 quarters since. The position peaked at $640K in Q3 2025. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

Oxford Financial Group held 10,040 shares of Dimensional US Marketwide Value ETF worth $487K as of Q1 2026.
Oxford Financial Group left its Dimensional US Marketwide Value ETF share count unchanged in Q1 2026.
Dimensional US Marketwide Value ETF made up 0.03% of Oxford Financial Group's portfolio in Q1 2026, its #166 holding.
Oxford Financial Group first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 16 quarters since.
Oxford Financial Group's Dimensional US Marketwide Value ETF position peaked at $640K in Q3 2025.
766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.