VCM
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Vivaldi Capital Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Vivaldi Capital Management’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
-10,494
Closed -$509K – 49
2026
Q1 		$509K Buy
10,494
+12
+0.1% +$589 0.07% 161
2025
Q4 		$488K Buy
10,482
+12
+0.1% +$544 0.07% 166
2025
Q3 		$468K Buy
10,470
+14
+0.1% +$610 0.07% 165
2025
Q2 		$442K Buy
10,456
+16
+0.2% +$643 0.07% 169
2025
Q1 		$430K Buy
10,440
+1,909
+22% +$80.1K 0.07% 161
2024
Q4 		$368K Buy
8,531
+14
+0.2% +$594 0.06% 184
2024
Q3 		$355K Buy
8,517
+13
+0.2% +$525 0.1% 147
2024
Q2 		$334K Sell
8,504
-100
-1% -$3.96K 0.1% 160
2024
Q1 		$344K Buy
8,604
+12
+0.1% +$458 0.1% 157
2023
Q4 		$321K Buy
8,592
+13
+0.2% +$447 0.1% 158
2023
Q3 		$292K Buy
8,579
+17
+0.2% +$596 0.1% 150
2023
Q2 		$295K Buy
8,562
+16
+0.2% +$535 0.09% 145
2023
Q1 		$286K Buy
8,546
+15
+0.2% +$513 0.09% 151
2022
Q4 		$291K Buy
8,531
+13
+0.2% +$432 0.07% 182
2022
Q3 		$261K Sell
8,518
-966
-10% -$31.4K 0.07% 171
2022
Q2 		$300K Buy
+9,484
New +$316K 0.08% 165

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

Vivaldi Capital Management's DFUV Position: Q2 2026 in Review

Vivaldi Capital Management sold out of Dimensional US Marketwide Value ETF (DFUV) in Q2 2026, closing a stake of 10,494 shares — an estimated $509K sold.

Vivaldi Capital Management first reported a position in DFUV in Q2 2022 and held it in 16 quarters. The position peaked at $509K in Q1 2026. 798 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Vivaldi Capital Management reported no remaining Dimensional US Marketwide Value ETF position as of Q2 2026 after selling out during the quarter.
  • Vivaldi Capital Management sold 10,494 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $509K.
  • Vivaldi Capital Management first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and held it in 16 quarters.
  • Vivaldi Capital Management's Dimensional US Marketwide Value ETF position peaked at $509K in Q1 2026.
  • 798 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Vivaldi Capital Management's 13F filing for Q2 2026.