TFP
DFUV icon

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

Triune Financial Partners’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 		$54M Buy
981,939
+25,534
+3% +$1.34M 11.28% 3
2026
Q1 		$46.3M Buy
956,405
+8,783
+0.9% +$431K 11.02% 3
2025
Q4 		$46.3M Buy
947,622
+5,779
+0.6% +$262K 10.82% 3
2025
Q3 		$42.1M Buy
941,843
+31,928
+4% +$1.39M 10.6% 3
2025
Q2 		$38.5M Sell
909,915
-8,502
-0.9% -$341K 10.59% 3
2025
Q1 		$37.8M Sell
918,417
-2,611
-0.3% -$110K 12.02% 3
2024
Q4 		$37.7M Buy
921,028
+18,044
+2% +$766K 11.86% 3
2024
Q3 		$37.6M Buy
902,984
+31,861
+4% +$1.29M 11.82% 3
2024
Q2 		$34.2M Buy
871,123
+24,830
+3% +$982K 11.72% 3
2024
Q1 		$34.6M Buy
846,293
+1,393
+0.2% +$53.2K 12.01% 3
2023
Q4 		$31.4M Buy
844,900
+6,552
+0.8% +$226K 11.67% 3
2023
Q3 		$28.5M Buy
838,348
+18,718
+2% +$656K 11.76% 3
2023
Q2 		$28.3M Buy
819,630
+34,849
+4% +$1.16M 11.54% 3
2023
Q1 		$26.3M Buy
784,781
+24,834
+3% +$850K 11.63% 3
2022
Q4 		$25.4M Buy
759,947
+13,422
+2% +$446K 12% 3
2022
Q3 		$22.1M Buy
746,525
+12,193
+2% +$396K 12.42% 3
2022
Q2 		$23.2M Buy
+734,332
New +$24.4M 12.4% 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

Triune Financial Partners's DFUV Position: Q2 2026 in Review

Triune Financial Partners increased its Dimensional US Marketwide Value ETF (DFUV) stake by 2.7% in Q2 2026, buying an estimated $1.34M and bringing the position to 981,939 shares worth $54M. The position accounts for 11.28% of the portfolio, ranked #3.

Triune Financial Partners first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. 800 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Triune Financial Partners held 981,939 shares of Dimensional US Marketwide Value ETF worth $54M as of Q2 2026.
  • Triune Financial Partners bought 25,534 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $1.34M.
  • Dimensional US Marketwide Value ETF made up 11.28% of Triune Financial Partners's portfolio in Q2 2026, its #3 holding.
  • Triune Financial Partners first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
  • 800 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Triune Financial Partners's 13F filing for Q2 2026, filed 7 Aug 2026.