Rather & Kittrell’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Rather & Kittrell’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	$931K	Hold	16,925	–	–	0.13%	59
2026 Q1	$820K	Hold	16,925	–	–	0.13%	58
2025 Q4	$789K	Hold	16,925	–	–	0.13%	59
2025 Q3	$756K	Hold	16,925	–	–	0.13%	59
2025 Q2	$716K	Hold	16,925	–	–	0.14%	54
2025 Q1	$697K	Hold	16,925	–	–	0.15%	52
2024 Q4	$693K	Hold	16,925	–	–	0.16%	52
2024 Q3	$706K	Hold	16,925	–	–	0.17%	50
2024 Q2	$665K	Hold	16,925	–	–	0.18%	48
2024 Q1	$692K	Hold	16,925	–	–	0.21%	48
2023 Q4	$630K	Hold	16,925	–	–	0.22%	44
2023 Q3	$576K	Hold	16,925	–	–	0.23%	39
2023 Q2	$584K	Hold	16,925	–	–	0.24%	42
2023 Q1	$567K	Hold	16,925	–	–	0.26%	41
2022 Q4	$567K	Hold	16,925	–	–	0.3%	42
2022 Q3	$501K	Hold	16,925	–	–	0.53%	40
2022 Q2	$534K	Buy	+16,925	New	+$563K	0.59%	33

Other funds holding DFUV

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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 Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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 Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return

Rather & Kittrell's DFUV Position: Q2 2026 in Review

Rather & Kittrell held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 16,925 shares worth $931K. The position accounts for 0.13% of the portfolio, ranked #59.

Rather & Kittrell first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. 711 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Rather & Kittrell held 16,925 shares of Dimensional US Marketwide Value ETF worth $931K as of Q2 2026.
Rather & Kittrell left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
Dimensional US Marketwide Value ETF made up 0.13% of Rather & Kittrell's portfolio in Q2 2026, its #59 holding.
Rather & Kittrell first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
711 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Rather & Kittrell's 13F filing for Q2 2026, filed 12 Aug 2026.