TFA
DFUV icon

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

Tobias Financial Advisors’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 		$11.1M Sell
201,189
-4,080
-2% -$214K 1.41% 18
2026
Q1 		$9.95M Sell
205,269
-4,440
-2% -$218K 1.38% 18
2025
Q4 		$9.77M Sell
209,709
-288
-0.1% -$13.1K 1.38% 19
2025
Q3 		$9.38M Sell
209,997
-158
-0.1% -$6.88K 1.43% 19
2025
Q2 		$8.89M Sell
210,155
-1,493
-0.7% -$60K 1.52% 17
2025
Q1 		$8.72M Sell
211,648
-3,677
-2% -$154K 1.69% 17
2024
Q4 		$8.81M Sell
215,325
-2,409
-1% -$102K 1.77% 16
2024
Q3 		$9.08M Sell
217,734
-567
-0.3% -$22.9K 1.82% 14
2024
Q2 		$8.57M Sell
218,301
-3,326
-2% -$132K 1.85% 14
2024
Q1 		$9.06M Sell
221,627
-2,100
-0.9% -$80.2K 2.05% 12
2023
Q4 		$8.33M Sell
223,727
-13,549
-6% -$466K 2.03% 11
2023
Q3 		$8.07M Sell
237,276
-175
-0.1% -$6.13K 2.12% 11
2023
Q2 		$8.19M Sell
237,451
-1,069
-0.4% -$35.7K 2.21% 14
2023
Q1 		$7.99M Sell
238,520
-45,654
-16% -$1.56M 2.34% 13
2022
Q4 		$9.51M Sell
284,174
-2,587
-0.9% -$86K 3.13% 11
2022
Q3 		$8.49M Buy
286,761
+52,243
+22% +$1.7M 3% 11
2022
Q2 		$7.41M Buy
+234,518
New +$7.8M 2.49% 12

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

Tobias Financial Advisors's DFUV Position: Q2 2026 in Review

Tobias Financial Advisors reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 2% in Q2 2026, selling an estimated $214K and leaving 201,189 shares worth $11.1M. The position accounts for 1.41% of the portfolio, ranked #18.

Tobias Financial Advisors first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. 798 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Tobias Financial Advisors held 201,189 shares of Dimensional US Marketwide Value ETF worth $11.1M as of Q2 2026.
  • Tobias Financial Advisors sold 4,080 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $214K.
  • Dimensional US Marketwide Value ETF made up 1.41% of Tobias Financial Advisors's portfolio in Q2 2026, its #18 holding.
  • Tobias Financial Advisors first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
  • 798 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Tobias Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.