WSFG
DFUV icon

Wall Street Financial Group’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Wall Street Financial 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
-1,863
Closed -$90.3K – 251
2026
Q1 		$90.3K Buy
+1,863
New +$91.4K 0.05% 208

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 27.94% 1-Year Est. Return

Wall Street Financial Group's DFUV Position: Q2 2026 in Review

Wall Street Financial Group sold out of Dimensional US Marketwide Value ETF (DFUV) in Q2 2026, closing a stake of 1,863 shares — an estimated $90.3K sold.

Wall Street Financial Group first reported a position in DFUV in Q1 2026 and held it in 1 quarter. The position peaked at $90.3K in Q1 2026. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Wall Street Financial Group reported no remaining Dimensional US Marketwide Value ETF position as of Q2 2026 after selling out during the quarter.
  • Wall Street Financial Group sold 1,863 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $90.3K.
  • Wall Street Financial Group first reported a position in Dimensional US Marketwide Value ETF in Q1 2026 and held it in 1 quarter.
  • Wall Street Financial Group's Dimensional US Marketwide Value ETF position peaked at $90.3K in Q1 2026.
  • 797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Wall Street Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.