SAI
DFUV icon

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

Savvy Advisors Inc’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 		$17.7M Buy
322,267
+2,094
+0.7% +$110K 0.38% 50
2026
Q1 		$15.5M Buy
320,173
+23,434
+8% +$1.15M 0.41% 53
2025
Q4 		$13.8M Buy
296,739
+4,017
+1% +$182K 0.45% 46
2025
Q3 		$13.1M Buy
+292,722
New +$12.7M 0.6% 36

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 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

Savvy Advisors Inc's DFUV Position: Q2 2026 in Review

Savvy Advisors Inc increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.65% in Q2 2026, buying an estimated $110K and bringing the position to 322,267 shares worth $17.7M. The position accounts for 0.38% of the portfolio, ranked #50.

Savvy Advisors Inc first reported a position in DFUV in Q3 2025 and has held it in 4 quarters since. 800 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Savvy Advisors Inc held 322,267 shares of Dimensional US Marketwide Value ETF worth $17.7M as of Q2 2026.
  • Savvy Advisors Inc bought 2,094 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $110K.
  • Dimensional US Marketwide Value ETF made up 0.38% of Savvy Advisors Inc's portfolio in Q2 2026, its #50 holding.
  • Savvy Advisors Inc first reported a position in Dimensional US Marketwide Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 800 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.