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

Advisornet 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 Q1	$174K	Buy	3,591 +11	+0.3%	+$540	0.01%	653
2025 Q4	$167K	Buy	3,580 +11	+0.3%	+$499	0.01%	651
2025 Q3	$160K	Buy	3,569 +13	+0.4%	+$566	0.01%	659
2025 Q2	$150K	Buy	3,556 +14	+0.4%	+$562	0.01%	643
2025 Q1	$146K	Hold	3,542	–	–	0.01%	617
2024 Q4	$145K	Sell	3,542 -1,298	-27%	-$55.1K	0.01%	579
2024 Q3	$202K	Hold	4,840	–	–	0.02%	519
2024 Q2	$190K	Hold	4,840	–	–	0.02%	487
2024 Q1	$198K	Sell	4,840 -50,815	-91%	-$1.94M	0.02%	473
2023 Q4	$2.07M	Buy	55,655 +181	+0.3%	+$6.23K	0.19%	124
2023 Q3	$1.89M	Sell	55,474 -1,046	-2%	-$36.6K	0.17%	127
2023 Q2	$1.95M	Sell	56,520 -1,853	-3%	-$61.9K	0.17%	138
2023 Q1	$1.95M	Buy	58,373 +3,397	+6%	+$116K	0.18%	133
2022 Q4	$1.84M	Sell	54,976 -9,189	-14%	-$305K	0.18%	136
2022 Q3	$1.9M	Buy	+64,165	New	+$2.09M	0.19%	126

Other funds holding DFUV

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Advisornet Financial's DFUV Position: Q1 2026 in Review

Advisornet Financial increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.31% in Q1 2026, buying an estimated $540 and bringing the position to 3,591 shares worth $174K. The position accounts for 0.01% of the portfolio, ranked #653.

Advisornet Financial first reported a position in DFUV in Q3 2022 and has held it in 15 quarters since. The position peaked at $2.07M in Q4 2023. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

Advisornet Financial held 3,591 shares of Dimensional US Marketwide Value ETF worth $174K as of Q1 2026.
Advisornet Financial bought 11 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $540.
Dimensional US Marketwide Value ETF made up 0.01% of Advisornet Financial's portfolio in Q1 2026, its #653 holding.
Advisornet Financial first reported a position in Dimensional US Marketwide Value ETF in Q3 2022 and has held it in 15 quarters since.
Advisornet Financial's Dimensional US Marketwide Value ETF position peaked at $2.07M in Q4 2023.
766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.