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

Rise 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	$324K	Buy	5,891 +20	+0.3%	+$1.05K	0.09%	74
2026 Q1	$285K	Buy	5,871 +21	+0.4%	+$1.03K	0.1%	71
2025 Q4	$273K	Buy	5,850 +20	+0.3%	+$907	0.1%	80
2025 Q3	$261K	Buy	5,830 +26	+0.4%	+$1.13K	0.09%	83
2025 Q2	$245K	Buy	5,804 +27	+0.5%	+$1.08K	0.1%	81
2025 Q1	$238K	Buy	5,777 +23	+0.4%	+$965	0.11%	79
2024 Q4	$235K	Buy	5,754 +24	+0.4%	+$1.02K	0.11%	75
2024 Q3	$239K	Buy	5,730 +25	+0.4%	+$1.01K	0.11%	79
2024 Q2	$224K	Buy	5,705 +26	+0.5%	+$1.03K	0.12%	82
2024 Q1	$232K	Buy	5,679 +20	+0.4%	+$764	0.12%	81
2023 Q4	$211K	Buy	5,659 +22	+0.4%	+$757	0.15%	67
2023 Q3	$192K	Buy	5,637 +29	+0.5%	+$1.02K	0.15%	67
2023 Q2	$193K	Buy	5,608 +28	+0.5%	+$935	0.15%	67
2023 Q1	$187K	Buy	5,580 +25	+0.5%	+$856	0.14%	69
2022 Q4	$186K	Buy	5,555 +23	+0.4%	+$764	0.15%	67
2022 Q3	$164K	Buy	5,532 +29	+0.5%	+$943	0.14%	69
2022 Q2	$174K	Buy	+5,503	New	+$183K	0.18%	66

Other funds holding DFUV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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 $77.5B AUM 27.94% 1-Year Est. Return

Rise Advisors's DFUV Position: Q2 2026 in Review

Rise Advisors increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.34% in Q2 2026, buying an estimated $1.05K and bringing the position to 5,891 shares worth $324K. The position accounts for 0.09% of the portfolio, ranked #74.

Rise Advisors first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Rise Advisors held 5,891 shares of Dimensional US Marketwide Value ETF worth $324K as of Q2 2026.
Rise Advisors bought 20 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $1.05K.
Dimensional US Marketwide Value ETF made up 0.09% of Rise Advisors's portfolio in Q2 2026, its #74 holding.
Rise Advisors first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Rise Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.