WT
DFUV icon

Whittier Trust’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Whittier Trust’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 		$454K Hold
8,232
– – ﹤0.01% 496
2026
Q1 		$403K Hold
8,232
– – ﹤0.01% 468
2025
Q4 		$397K Hold
8,232
– – ﹤0.01% 474
2025
Q3 		$371K Hold
8,232
– – ﹤0.01% 480
2025
Q2 		$348K Hold
8,232
– – ﹤0.01% 548
2025
Q1 		$339K Hold
8,232
– – ﹤0.01% 547
2024
Q4 		$337K Hold
8,232
– – ﹤0.01% 561
2024
Q3 		$343K Hold
8,232
– – ﹤0.01% 570
2024
Q2 		$323K Buy
8,232
+4,446
+117% +$176K ﹤0.01% 560
2024
Q1 		$155K Buy
3,786
+6
+0.2% +$229 ﹤0.01% 703
2023
Q4 		$141K Buy
3,780
+6
+0.2% +$207 ﹤0.01% 695
2023
Q3 		$128K Buy
3,774
+9
+0.2% +$315 ﹤0.01% 711
2023
Q2 		$130K Buy
3,765
+19
+0.5% +$635 ﹤0.01% 718
2023
Q1 		$125K Buy
3,746
+17
+0.5% +$582 ﹤0.01% 755
2022
Q4 		$125K Buy
3,729
+15
+0.4% +$498 ﹤0.01% 759
2022
Q3 		$110K Buy
3,714
+20
+0.5% +$650 ﹤0.01% 772
2022
Q2 		$117K Buy
+3,694
New +$123K ﹤0.01% 752

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

Whittier Trust's DFUV Position: Q2 2026 in Review

Whittier Trust held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 8,232 shares worth $454K. The position accounts for ﹤0.01% of the portfolio, ranked #496.

Whittier Trust first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Whittier Trust held 8,232 shares of Dimensional US Marketwide Value ETF worth $454K as of Q2 2026.
  • Whittier Trust left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
  • Dimensional US Marketwide Value ETF made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #496 holding.
  • Whittier Trust first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
  • 797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.