Simplicity Wealth’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Simplicity Wealth’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	$6.2M	Sell	112,679 -328	-0.3%	-$17.2K	0.21%	111
2026 Q1	$5.48M	Sell	113,007 -2,547	-2%	-$125K	0.31%	71
2025 Q4	$5.38M	Sell	115,554 -1,202	-1%	-$54.5K	0.32%	65
2025 Q3	$5.22M	Sell	116,756 -118,142	-50%	-$5.15M	0.3%	75
2025 Q2	$9.93M	Buy	234,898 +117,882	+101%	+$4.73M	0.41%	49
2025 Q1	$4.82M	Buy	117,016 +111,448	+2,002%	+$4.68M	0.37%	55
2024 Q4	$228K	Sell	5,568 -117,284	-95%	-$4.98M	0.05%	286
2024 Q3	$5.12M	Buy	122,852 +14,040	+13%	+$567K	0.47%	48
2024 Q2	$4.27M	Buy	+108,812	New	+$4.31M	0.1%	208

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

Simplicity Wealth's DFUV Position: Q2 2026 in Review

Simplicity Wealth reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 0.29% in Q2 2026, selling an estimated $17.2K and leaving 112,679 shares worth $6.2M. The position accounts for 0.21% of the portfolio, ranked #111.

Simplicity Wealth first reported a position in DFUV in Q2 2024 and has held it in 9 quarters since. The position peaked at $9.93M in Q2 2025. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Simplicity Wealth held 112,679 shares of Dimensional US Marketwide Value ETF worth $6.2M as of Q2 2026.
Simplicity Wealth sold 328 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $17.2K.
Dimensional US Marketwide Value ETF made up 0.21% of Simplicity Wealth's portfolio in Q2 2026, its #111 holding.
Simplicity Wealth first reported a position in Dimensional US Marketwide Value ETF in Q2 2024 and has held it in 9 quarters since.
Simplicity Wealth's Dimensional US Marketwide Value ETF position peaked at $9.93M in Q2 2025.
797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.