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Team Hewins’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Team Hewins’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 		$52.4M Sell
951,799
-12,567
-1% -$660K 14.32% 3
2026
Q1 		$46.7M Sell
964,366
-6,782
-0.7% -$333K 13.89% 3
2025
Q4 		$45.2M Sell
971,148
-14,941
-2% -$678K 14.58% 3
2025
Q3 		$44.1M Sell
986,089
-69,775
-7% -$3.04M 14.88% 3
2025
Q2 		$44.6M Sell
1,055,864
-19,599
-2% -$787K 16.1% 3
2025
Q1 		$44.3M Sell
1,075,463
-11,728
-1% -$492K 17.22% 3
2024
Q4 		$44.5M Sell
1,087,191
-14,812
-1% -$629K 17.4% 3
2024
Q3 		$45.9M Buy
1,102,003
+3,426
+0.3% +$138K 17.57% 3
2024
Q2 		$43.1M Sell
1,098,577
-55,363
-5% -$2.19M 17.92% 3
2024
Q1 		$47.2M Sell
1,153,940
-11,173
-1% -$427K 19% 3
2023
Q4 		$43.4M Sell
1,165,113
-31,303
-3% -$1.08M 18.81% 3
2023
Q3 		$40.7M Sell
1,196,416
-51,715
-4% -$1.81M 9.35% 4
2023
Q2 		$43.1M Sell
1,248,131
-73,559
-6% -$2.46M 20.55% 3
2023
Q1 		$44.3M Buy
1,321,690
+12,350
+0.9% +$423K 23.48% 3
2022
Q4 		$43.8M Buy
+1,309,340
New +$43.5M 23.77% 3

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

Team Hewins's DFUV Position: Q2 2026 in Review

Team Hewins reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 1.3% in Q2 2026, selling an estimated $660K and leaving 951,799 shares worth $52.4M. The position accounts for 14.32% of the portfolio, ranked #3.

Team Hewins first reported a position in DFUV in Q4 2022 and has held it in 15 quarters since. 802 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Team Hewins held 951,799 shares of Dimensional US Marketwide Value ETF worth $52.4M as of Q2 2026.
  • Team Hewins sold 12,567 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $660K.
  • Dimensional US Marketwide Value ETF made up 14.32% of Team Hewins's portfolio in Q2 2026, its #3 holding.
  • Team Hewins first reported a position in Dimensional US Marketwide Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 802 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Team Hewins's 13F filing for Q2 2026, filed 29 Jul 2026.