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Voisard Asset Management Group’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Voisard Asset Management 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 		$890K Hold
16,187
– – 0.17% 49
2026
Q1 		$784K Hold
16,187
– – 0.17% 49
2025
Q4 		$754K Hold
16,187
– – 0.16% 47
2025
Q3 		$723K Hold
16,187
– – 0.17% 47
2025
Q2 		$684K Buy
16,187
+5
+0% +$201 0.18% 48
2025
Q1 		$667K Sell
16,182
-105
-0.6% -$4.41K 0.19% 41
2024
Q4 		$666K Buy
16,287
+3,343
+26% +$142K 0.22% 44
2024
Q3 		$540K Buy
+12,944
New +$523K 0.22% 45

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

Voisard Asset Management Group's DFUV Position: Q2 2026 in Review

Voisard Asset Management Group held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 16,187 shares worth $890K. The position accounts for 0.17% of the portfolio, ranked #49.

Voisard Asset Management Group first reported a position in DFUV in Q3 2024 and has held it in 8 quarters since. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Voisard Asset Management Group held 16,187 shares of Dimensional US Marketwide Value ETF worth $890K as of Q2 2026.
  • Voisard Asset Management Group left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
  • Dimensional US Marketwide Value ETF made up 0.17% of Voisard Asset Management Group's portfolio in Q2 2026, its #49 holding.
  • Voisard Asset Management Group first reported a position in Dimensional US Marketwide Value ETF in Q3 2024 and has held it in 8 quarters since.
  • 797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Voisard Asset Management Group's 13F filing for Q2 2026, filed 13 Jul 2026.