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

Valeo 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 		$1.58M Buy
28,643
+1
+0% +$53 0.03% 223
2026
Q1 		$1.39M Sell
28,642
-118
-0.4% -$5.79K 0.03% 215
2025
Q4 		$1.34M Buy
28,760
+186
+0.7% +$8.44K 0.03% 247
2025
Q3 		$1.28M Buy
28,574
+2
+0% +$87 0.03% 248
2025
Q2 		$1.21M Buy
28,572
+311
+1% +$12.5K 0.03% 256
2025
Q1 		$1.16M Sell
28,261
-690
-2% -$29K 0.03% 235
2024
Q4 		$1.18M Sell
28,951
-7,247
-20% -$308K 0.03% 221
2024
Q3 		$1.51M Buy
36,198
+1,211
+3% +$48.9K 0.04% 194
2024
Q2 		$1.37M Hold
34,987
– – 0.04% 194
2024
Q1 		$1.38M Sell
34,987
-982
-3% -$37.5K 0.05% 190
2023
Q4 		$1.34M Sell
35,969
-1,531
-4% -$52.7K 0.05% 184
2023
Q3 		$1.28M Sell
37,500
-14,781
-28% -$518K 0.06% 173
2023
Q2 		$1.8M Buy
52,281
+2,051
+4% +$68.5K 0.08% 134
2023
Q1 		$1.68M Sell
50,230
-2,051
-4% -$70.2K 0.08% 148
2022
Q4 		$1.75M Sell
52,281
-2,677
-5% -$89K 0.1% 122
2022
Q3 		$1.63M Hold
54,958
– – 0.1% 121
2022
Q2 		$1.74M Buy
+54,958
New +$1.83M 0.11% 114

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 $103B AUM 28.65% 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 $77.5B AUM 28.19% 1-Year Est. Return

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

Valeo Financial Advisors increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0% in Q2 2026, buying an estimated $53 and bringing the position to 28,643 shares worth $1.58M. The position accounts for 0.03% of the portfolio, ranked #223.

Valeo Financial Advisors first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.8M in Q2 2023. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Valeo Financial Advisors held 28,643 shares of Dimensional US Marketwide Value ETF worth $1.58M as of Q2 2026.
  • Valeo Financial Advisors bought 1 Dimensional US Marketwide Value ETF share in Q2 2026, an estimated $53.
  • Dimensional US Marketwide Value ETF made up 0.03% of Valeo Financial Advisors's portfolio in Q2 2026, its #223 holding.
  • Valeo Financial Advisors first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
  • Valeo Financial Advisors's Dimensional US Marketwide Value ETF position peaked at $1.8M in Q2 2023.
  • 797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.