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

Robinswood Financial’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	$722K	Buy	13,122 +6	+0%	+$315	0.21%	42
2026 Q1	$636K	Buy	13,116 +6	+0%	+$294	0.2%	43
2025 Q4	$611K	Buy	13,110 +6	+0%	+$272	0.2%	43
2025 Q3	$586K	Buy	13,104 +3	+0%	+$131	0.2%	42
2025 Q2	$554K	Buy	13,101 +3	+0%	+$120	0.2%	44
2025 Q1	$540K	Buy	13,098 +3	+0%	+$126	0.2%	39
2024 Q4	$536K	Buy	13,095 +2	+0%	+$85	0.2%	38
2024 Q3	$546K	Buy	13,093 +3	+0%	+$121	0.2%	38
2024 Q2	$514K	Buy	13,090 +3	+0%	+$119	0.21%	38
2024 Q1	$533K	Buy	13,087 +2	+0%	+$76	0.23%	35
2023 Q4	$487K	Buy	13,085 +3	+0%	+$103	0.21%	37
2023 Q3	$445K	Buy	13,082 +3	+0%	+$105	0.21%	37
2023 Q2	$451K	Buy	+13,079	New	+$437K	0.21%	37

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

Robinswood Financial's DFUV Position: Q2 2026 in Review

Robinswood Financial increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.05% in Q2 2026, buying an estimated $315 and bringing the position to 13,122 shares worth $722K. The position accounts for 0.21% of the portfolio, ranked #42.

Robinswood Financial first reported a position in DFUV in Q2 2023 and has held it in 13 quarters since. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Robinswood Financial held 13,122 shares of Dimensional US Marketwide Value ETF worth $722K as of Q2 2026.
Robinswood Financial bought 6 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $315.
Dimensional US Marketwide Value ETF made up 0.21% of Robinswood Financial's portfolio in Q2 2026, its #42 holding.
Robinswood Financial first reported a position in Dimensional US Marketwide Value ETF in Q2 2023 and has held it in 13 quarters since.
797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Robinswood Financial's 13F filing for Q2 2026, filed 15 Jul 2026.