Smartleaf Asset Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Smartleaf Asset Management’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	$46.7M	Hold	847,220	–	–	1.52%	11
2026 Q1	$40.3M	Buy	847,220 +20,291	+2%	+$995K	1.45%	12
2025 Q4	$38.8M	Buy	826,929 +786,297	+1,935%	+$35.7M	1.47%	10
2025 Q3	$1.81M	Buy	40,632 +839	+2%	+$36.5K	0.11%	202
2025 Q2	$1.68M	Buy	39,793 +12,856	+48%	+$516K	0.15%	156
2025 Q1	$1.1M	Hold	26,937	–	–	0.11%	212
2024 Q4	$1.1M	Hold	26,937	–	–	0.11%	194
2024 Q3	$1.12M	Hold	26,937	–	–	0.14%	175
2024 Q2	$1.05M	Buy	26,937 +4,536	+20%	+$179K	0.17%	139
2024 Q1	$912K	Buy	22,401 +1,411	+7%	+$53.9K	0.18%	137
2023 Q4	$785K	Buy	+20,990	New	+$723K	0.21%	107

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 $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 Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Smartleaf Asset Management's DFUV Position: Q2 2026 in Review

Smartleaf Asset Management held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 847,220 shares worth $46.7M. The position accounts for 1.52% of the portfolio, ranked #11.

Smartleaf Asset Management first reported a position in DFUV in Q4 2023 and has held it in 11 quarters since. 802 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Smartleaf Asset Management held 847,220 shares of Dimensional US Marketwide Value ETF worth $46.7M as of Q2 2026.
Smartleaf Asset Management left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
Dimensional US Marketwide Value ETF made up 1.52% of Smartleaf Asset Management's portfolio in Q2 2026, its #11 holding.
Smartleaf Asset Management first reported a position in Dimensional US Marketwide Value ETF in Q4 2023 and has held it in 11 quarters since.
802 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.