Timonier Family Office’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Timonier Family Office’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	$42.4M	Buy	+769,971	New	+$40.4M	11.96%	2
2025 Q4	$35.7M	Sell	765,891 -22,879	-3%	-$1.04M	11.32%	3
2025 Q3	$35.3M	Buy	788,770 +35,546	+5%	+$1.55M	11.55%	2
2025 Q2	$31.8M	Buy	753,224 +29,047	+4%	+$1.17M	11.91%	2
2025 Q1	$29.8M	Buy	724,177 +63,569	+10%	+$2.67M	13.2%	1
2024 Q4	$27M	Buy	+660,608	New	+$28M	13.87%	1

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

Timonier Family Office's DFUV Position: Q2 2026 in Review

Timonier Family Office opened a new position in Dimensional US Marketwide Value ETF (DFUV) in Q2 2026: 769,971 shares worth $42.4M. The stake represents 11.96% of the portfolio and ranks #2 among its holdings. This is a return to the name: Timonier Family Office previously reported a position in DFUV as recently as Q4 2025.

Timonier Family Office first reported a position in DFUV in Q4 2024 and has held it in 6 quarters since. 802 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Timonier Family Office held 769,971 shares of Dimensional US Marketwide Value ETF worth $42.4M as of Q2 2026.
Dimensional US Marketwide Value ETF was a new Timonier Family Office position in Q2 2026.
Dimensional US Marketwide Value ETF made up 11.96% of Timonier Family Office's portfolio in Q2 2026, its #2 holding.
Timonier Family Office first reported a position in Dimensional US Marketwide Value ETF in Q4 2024 and has held it in 6 quarters since.
802 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Timonier Family Office's 13F filing for Q2 2026, filed 3 Aug 2026.