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Vise Technologies’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Vise Technologies’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 		$14.4M Sell
261,922
-221,562
-46% -$11.6M 0.16% 115
2026
Q1 		$22.5M Hold
483,484
– – 0.44% 40
2025
Q4 		$22.5M Buy
483,484
+458,188
+1,811% +$20.8M 0.44% 40
2025
Q3 		$1.13M Buy
+25,296
New +$1.1M 0.04% 397

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

Vise Technologies's DFUV Position: Q2 2026 in Review

Vise Technologies reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 46% in Q2 2026, selling an estimated $11.6M and leaving 261,922 shares worth $14.4M. The position accounts for 0.16% of the portfolio, ranked #115.

Vise Technologies first reported a position in DFUV in Q3 2025 and has held it in 4 quarters since. The position peaked at $22.5M in Q1 2026. 803 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Vise Technologies held 261,922 shares of Dimensional US Marketwide Value ETF worth $14.4M as of Q2 2026.
  • Vise Technologies sold 221,562 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $11.6M.
  • Dimensional US Marketwide Value ETF made up 0.16% of Vise Technologies's portfolio in Q2 2026, its #115 holding.
  • Vise Technologies first reported a position in Dimensional US Marketwide Value ETF in Q3 2025 and has held it in 4 quarters since.
  • Vise Technologies's Dimensional US Marketwide Value ETF position peaked at $22.5M in Q1 2026.
  • 803 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.