Stifel Financial
DFUV icon

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

Stifel 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
Q1 		$23.2M Buy
478,562
+4,533
+1% +$222K 0.02% 578
2025
Q4 		$22.1M Sell
474,029
-568
-0.1% -$25.8K 0.02% 600
2025
Q3 		$21.2M Buy
474,597
+3,115
+0.7% +$136K 0.02% 607
2025
Q2 		$19.9M Buy
471,482
+15,949
+4% +$641K 0.02% 595
2025
Q1 		$18.8M Buy
455,533
+7,177
+2% +$301K 0.02% 582
2024
Q4 		$18.3M Buy
448,356
+3,238
+0.7% +$137K 0.02% 603
2024
Q3 		$18.6M Buy
445,118
+1,116
+0.3% +$45.1K 0.02% 602
2024
Q2 		$17.4M Buy
444,002
+7,982
+2% +$316K 0.02% 594
2024
Q1 		$17.8M Buy
436,020
+3,222
+0.7% +$123K 0.02% 592
2023
Q4 		$16.1M Buy
432,798
+379,214
+708% +$13.1M 0.02% 598
2023
Q3 		$1.82M Sell
53,584
-29,454
-35% -$1.03M ﹤0.01% 1658
2023
Q2 		$2.86M Buy
83,038
+29,652
+56% +$991K ﹤0.01% 1386
2023
Q1 		$1.79M Sell
53,386
-11,555
-18% -$396K ﹤0.01% 1646
2022
Q4 		$2.17M Buy
64,941
+15,530
+31% +$516K ﹤0.01% 1465
2022
Q3 		$1.46M Sell
49,411
-196
-0.4% -$6.37K ﹤0.01% 1684
2022
Q2 		$1.57M Buy
+49,607
New +$1.65M ﹤0.01% 1665

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Stifel Financial's DFUV Position: Q1 2026 in Review

Stifel Financial increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.96% in Q1 2026, buying an estimated $222K and bringing the position to 478,562 shares worth $23.2M. The position accounts for 0.02% of the portfolio, ranked #578.

Stifel Financial first reported a position in DFUV in Q2 2022 and has held it in 16 quarters since. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

  • Stifel Financial held 478,562 shares of Dimensional US Marketwide Value ETF worth $23.2M as of Q1 2026.
  • Stifel Financial bought 4,533 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $222K.
  • Dimensional US Marketwide Value ETF made up 0.02% of Stifel Financial's portfolio in Q1 2026, its #578 holding.
  • Stifel Financial first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 16 quarters since.
  • 766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.