QCIG
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Quad-Cities Investment Group’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Quad-Cities Investment 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 		$531K Sell
9,657
-616
-6% -$32.3K 0.19% 118
2026
Q1 		$498K Sell
10,273
-25
-0.2% -$1.23K 0.2% 112
2025
Q4 		$480K Hold
10,298
– – 0.2% 109
2025
Q3 		$460K Sell
10,298
-719
-7% -$31.3K 0.2% 104
2025
Q2 		$466K Buy
11,017
+34
+0.3% +$1.36K 0.21% 101
2025
Q1 		$453K Sell
10,983
-441
-4% -$18.5K 0.22% 92
2024
Q4 		$467K Buy
11,424
+48
+0.4% +$2.04K 0.23% 90
2024
Q3 		$474K Buy
11,376
+32
+0.3% +$1.29K 0.24% 91
2024
Q2 		$445K Buy
11,344
+342
+3% +$13.5K 0.25% 92
2024
Q1 		$450K Buy
11,002
+547
+5% +$20.9K 0.26% 92
2023
Q4 		$389K Buy
+10,455
New +$360K 0.24% 102

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

Quad-Cities Investment Group's DFUV Position: Q2 2026 in Review

Quad-Cities Investment Group reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 6% in Q2 2026, selling an estimated $32.3K and leaving 9,657 shares worth $531K. The position accounts for 0.19% of the portfolio, ranked #118.

Quad-Cities Investment Group first reported a position in DFUV in Q4 2023 and has held it in 11 quarters since. 798 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Quad-Cities Investment Group held 9,657 shares of Dimensional US Marketwide Value ETF worth $531K as of Q2 2026.
  • Quad-Cities Investment Group sold 616 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $32.3K.
  • Dimensional US Marketwide Value ETF made up 0.19% of Quad-Cities Investment Group's portfolio in Q2 2026, its #118 holding.
  • Quad-Cities Investment Group first reported a position in Dimensional US Marketwide Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 798 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Quad-Cities Investment Group's 13F filing for Q2 2026, filed 7 Jul 2026.