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Savant Capital’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Savant Capital’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 		$839M Sell
15,249,311
-148,711
-1% -$7.81M 2.46% 10
2026
Q1 		$746M Sell
15,398,022
-379,820
-2% -$18.6M 3.61% 7
2025
Q4 		$735M Sell
15,777,842
-217,567
-1% -$9.87M 4.18% 5
2025
Q3 		$715M Sell
15,995,409
-296,979
-2% -$12.9M 4.34% 5
2025
Q2 		$689M Sell
16,292,388
-568,928
-3% -$22.8M 4.95% 4
2025
Q1 		$695M Sell
16,861,316
-1,095,627
-6% -$46M 5.88% 3
2024
Q4 		$735M Sell
17,956,943
-557,419
-3% -$23.7M 5.78% 2
2024
Q3 		$772M Buy
18,514,362
+161,486
+0.9% +$6.53M 6.41% 2
2024
Q2 		$721M Buy
18,352,876
+1,769,373
+11% +$70M 7.21% 2
2024
Q1 		$678M Buy
16,583,503
+311,712
+2% +$11.9M 7.78% 2
2023
Q4 		$606M Buy
16,271,791
+1,411,505
+9% +$48.6M 7.81% 2
2023
Q3 		$506M Buy
14,860,286
+1,069,657
+8% +$37.5M 7.54% 2
2023
Q2 		$476M Buy
13,790,629
+1,116,939
+9% +$37.3M 7.44% 2
2023
Q1 		$424M Buy
12,673,690
+3,220,785
+34% +$110M 7.9% 2
2022
Q4 		$311M Buy
9,452,905
+673,732
+8% +$22.4M 7.6% 2
2022
Q3 		$260M Buy
8,779,173
+525,273
+6% +$17.1M 8.1% 1
2022
Q2 		$261M Buy
+8,253,900
New +$275M 7.91% 1

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Savant Capital's DFUV Position: Q2 2026 in Review

Savant Capital reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 0.97% in Q2 2026, selling an estimated $7.81M and leaving 15,249,311 shares worth $839M. The position accounts for 2.46% of the portfolio, ranked #10.

Savant Capital first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. 799 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Savant Capital held 15,249,311 shares of Dimensional US Marketwide Value ETF worth $839M as of Q2 2026.
  • Savant Capital sold 148,711 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $7.81M.
  • Dimensional US Marketwide Value ETF made up 2.46% of Savant Capital's portfolio in Q2 2026, its #10 holding.
  • Savant Capital first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
  • 799 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.