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

VestGen 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	$1.25M	Buy	22,670 +6	+0%	+$315	0.04%	404
2026 Q1	$1.19M	Buy	22,664 +12,271	+118%	+$602K	0.03%	412
2025 Q4	$484K	Sell	10,393 -3,757	-27%	-$170K	0.02%	493
2025 Q3	$632K	Buy	14,150 +3,042	+27%	+$132K	0.02%	442
2025 Q2	$470K	Buy	11,108 +4,802	+76%	+$193K	0.02%	433
2025 Q1	$260K	Buy	+6,306	New	+$265K	0.01%	492

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

VestGen Advisors's DFUV Position: Q2 2026 in Review

VestGen Advisors increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.03% in Q2 2026, buying an estimated $315 and bringing the position to 22,670 shares worth $1.25M. The position accounts for 0.04% of the portfolio, ranked #404.

VestGen Advisors first reported a position in DFUV in Q1 2025 and has held it in 6 quarters since. 802 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

VestGen Advisors held 22,670 shares of Dimensional US Marketwide Value ETF worth $1.25M as of Q2 2026.
VestGen Advisors bought 6 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $315.
Dimensional US Marketwide Value ETF made up 0.04% of VestGen Advisors's portfolio in Q2 2026, its #404 holding.
VestGen Advisors first reported a position in Dimensional US Marketwide Value ETF in Q1 2025 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 VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.