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

Rossby 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	$760K	Buy	13,817 +14	+0.1%	+$735	0.14%	142
2026 Q1	$671K	Buy	13,803 +12	+0.1%	+$589	0.14%	139
2025 Q4	$643K	Buy	13,791 +11	+0.1%	+$499	0.2%	90
2025 Q3	$616K	Buy	13,780 +15	+0.1%	+$653	0.2%	94
2025 Q2	$582K	Buy	13,765 +15	+0.1%	+$602	0.21%	92
2025 Q1	$538K	Buy	13,750 +1,813	+15%	+$76.1K	0.23%	88
2024 Q4	$488K	Buy	+11,937	New	+$507K	0.3%	81

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 28.19% 1-Year Est. Return

Rossby Financial's DFUV Position: Q2 2026 in Review

Rossby Financial increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.1% in Q2 2026, buying an estimated $735 and bringing the position to 13,817 shares worth $760K. The position accounts for 0.14% of the portfolio, ranked #142.

Rossby Financial first reported a position in DFUV in Q4 2024 and has held it in 7 quarters since. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Rossby Financial held 13,817 shares of Dimensional US Marketwide Value ETF worth $760K as of Q2 2026.
Rossby Financial bought 14 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $735.
Dimensional US Marketwide Value ETF made up 0.14% of Rossby Financial's portfolio in Q2 2026, its #142 holding.
Rossby Financial first reported a position in Dimensional US Marketwide Value ETF in Q4 2024 and has held it in 7 quarters since.
797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.