VAG
DFUV icon

VisionPoint Advisory Group’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

VisionPoint Advisory Group’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 		– Sell
-12,807
Closed -$621K – 492
2026
Q1 		$621K Buy
+12,807
New +$628K 0.12% 198

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

VisionPoint Advisory Group's DFUV Position: Q2 2026 in Review

VisionPoint Advisory Group sold out of Dimensional US Marketwide Value ETF (DFUV) in Q2 2026, closing a stake of 12,807 shares — an estimated $621K sold.

VisionPoint Advisory Group first reported a position in DFUV in Q1 2026 and held it in 1 quarter. The position peaked at $621K in Q1 2026. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • VisionPoint Advisory Group reported no remaining Dimensional US Marketwide Value ETF position as of Q2 2026 after selling out during the quarter.
  • VisionPoint Advisory Group sold 12,807 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $621K.
  • VisionPoint Advisory Group first reported a position in Dimensional US Marketwide Value ETF in Q1 2026 and held it in 1 quarter.
  • VisionPoint Advisory Group's Dimensional US Marketwide Value ETF position peaked at $621K in Q1 2026.
  • 797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.