ZF
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Zhang Financial’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Zhang Financial’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 		$3.45M Sell
62,703
-5,307
-8% -$279K 0.1% 103
2026
Q1 		$3.3M Sell
68,010
-2,006
-3% -$98.4K 0.11% 90
2025
Q4 		$3.26M Buy
70,016
+637
+0.9% +$28.9K 0.12% 91
2025
Q3 		$3.1M Sell
69,379
-305
-0.4% -$13.3K 0.13% 87
2025
Q2 		$2.95M Sell
69,684
-666
-0.9% -$26.7K 0.14% 87
2025
Q1 		$2.9M Buy
70,350
+4,577
+7% +$192K 0.15% 82
2024
Q4 		$2.69M Buy
65,773
+157
+0.2% +$6.66K 0.15% 80
2024
Q3 		$2.74M Sell
65,616
-11,503
-15% -$465K 0.17% 69
2024
Q2 		$3.03M Buy
77,119
+212
+0.3% +$8.39K 0.21% 63
2024
Q1 		$3.15M Buy
76,907
+8,404
+12% +$321K 0.23% 61
2023
Q4 		$2.55M Sell
68,503
-124
-0.2% -$4.27K 0.22% 59
2023
Q3 		$2.33M Sell
68,627
-11,774
-15% -$412K 0.24% 58
2023
Q2 		$2.78M Sell
80,401
-2,895
-3% -$96.7K 0.29% 52
2023
Q1 		$2.79M Buy
83,296
+8,174
+11% +$280K 0.32% 50
2022
Q4 		$2.52M Buy
75,122
+49,911
+198% +$1.66M 0.32% 50
2022
Q3 		$747K Sell
25,211
-554
-2% -$18K 0.11% 97
2022
Q2 		$814K Buy
+25,765
New +$857K 0.13% 94

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

Zhang Financial's DFUV Position: Q2 2026 in Review

Zhang Financial reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 7.8% in Q2 2026, selling an estimated $279K and leaving 62,703 shares worth $3.45M. The position accounts for 0.1% of the portfolio, ranked #103.

Zhang Financial 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.

  • Zhang Financial held 62,703 shares of Dimensional US Marketwide Value ETF worth $3.45M as of Q2 2026.
  • Zhang Financial sold 5,307 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $279K.
  • Dimensional US Marketwide Value ETF made up 0.1% of Zhang Financial's portfolio in Q2 2026, its #103 holding.
  • Zhang Financial 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 Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.