Advisory Services Network’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Advisory Services Network’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	$292K	Buy	6,024 +10	+0.2%	+$491	﹤0.01%	1598
2025 Q4	$280K	Sell	6,014 -1,325	-18%	-$60.1K	﹤0.01%	1524
2025 Q3	$328K	Buy	7,339 +12	+0.2%	+$523	﹤0.01%	1409
2025 Q2	$312K	Sell	7,327 -1,950	-21%	-$78.3K	0.01%	1386
2025 Q1	$382K	Sell	9,277 -767	-8%	-$32.2K	0.01%	1180
2024 Q4	$411K	Buy	10,044 +960	+11%	+$40.7K	0.01%	1135
2024 Q3	$357K	Hold	9,084	–	–	0.01%	1130
2024 Q2	$357K	Buy	9,084 +2,946	+48%	+$117K	0.01%	1130
2024 Q1	$251K	Buy	6,138 +2,057	+50%	+$78.6K	0.01%	1235
2023 Q4	$152K	Buy	+4,081	New	+$140K	﹤0.01%	1424
2023 Q2	–	Sell	-5,990	Closed	-$201K	–	1976
2023 Q1	$201K	Sell	5,990 -1,500	-20%	-$51.4K	0.01%	1300
2022 Q4	$251K	Buy	+7,490	New	+$249K	0.01%	1161

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

Advisory Services Network's DFUV Position: Q1 2026 in Review

Advisory Services Network increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.17% in Q1 2026, buying an estimated $491 and bringing the position to 6,024 shares worth $292K. The position accounts for ﹤0.01% of the portfolio, ranked #1598.

Advisory Services Network first reported a position in DFUV in Q4 2022 and has held it in 12 quarters since. The position peaked at $411K in Q4 2024. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

Advisory Services Network held 6,024 shares of Dimensional US Marketwide Value ETF worth $292K as of Q1 2026.
Advisory Services Network bought 10 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $491.
Dimensional US Marketwide Value ETF made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #1598 holding.
Advisory Services Network first reported a position in Dimensional US Marketwide Value ETF in Q4 2022 and has held it in 12 quarters since.
Advisory Services Network's Dimensional US Marketwide Value ETF position peaked at $411K in Q4 2024.
766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.