ZIM
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Zacks Investment Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Zacks Investment 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 		$647K Buy
11,766
+8
+0.1% +$420 ﹤0.01% 475
2026
Q1 		$570K Buy
+11,758
New +$577K ﹤0.01% 473

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

Zacks Investment Management's DFUV Position: Q2 2026 in Review

Zacks Investment Management increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.07% in Q2 2026, buying an estimated $420 and bringing the position to 11,766 shares worth $647K. The position accounts for ﹤0.01% of the portfolio, ranked #475.

Zacks Investment Management first reported a position in DFUV in Q1 2026 and has held it in 2 quarters since. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Zacks Investment Management held 11,766 shares of Dimensional US Marketwide Value ETF worth $647K as of Q2 2026.
  • Zacks Investment Management bought 8 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $420.
  • Dimensional US Marketwide Value ETF made up ﹤0.01% of Zacks Investment Management's portfolio in Q2 2026, its #475 holding.
  • Zacks Investment Management first reported a position in Dimensional US Marketwide Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Zacks Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.