American Capital Advisory’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

American Capital Advisory’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	$133K	Sell	2,420 -789	-25%	-$41.4K	0.05%	132
2026 Q1	$156K	Sell	3,209 -909	-22%	-$44.6K	0.06%	111
2025 Q4	$192K	Hold	4,118	–	–	0.08%	102
2025 Q3	$184K	Buy	4,118 +2,086	+103%	+$90.8K	0.09%	104
2025 Q2	$85.9K	Hold	2,032	–	–	0.04%	135
2025 Q1	$83.7K	Hold	2,032	–	–	0.05%	133
2024 Q4	$83.2K	Sell	2,032 -60	-3%	-$2.55K	0.05%	134
2024 Q3	$87.2K	Buy	2,092 +2,032	+3,387%	+$82.1K	0.05%	135
2024 Q2	$2.23K	Buy	+60	New	+$2.37K	﹤0.01%	348
2024 Q1	–	Sell	-60	Closed	-$2.23K	–	473
2023 Q4	$2.23K	Buy	+60	New	+$2.06K	﹤0.01%	348

Other funds holding DFUV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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 Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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 Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return

American Capital Advisory's DFUV Position: Q2 2026 in Review

American Capital Advisory reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 25% in Q2 2026, selling an estimated $41.4K and leaving 2,420 shares worth $133K. The position accounts for 0.05% of the portfolio, ranked #132.

American Capital Advisory first reported a position in DFUV in Q4 2023 and has held it in 10 quarters since. The position peaked at $192K in Q4 2025. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

American Capital Advisory held 2,420 shares of Dimensional US Marketwide Value ETF worth $133K as of Q2 2026.
American Capital Advisory sold 789 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $41.4K.
Dimensional US Marketwide Value ETF made up 0.05% of American Capital Advisory's portfolio in Q2 2026, its #132 holding.
American Capital Advisory first reported a position in Dimensional US Marketwide Value ETF in Q4 2023 and has held it in 10 quarters since.
American Capital Advisory's Dimensional US Marketwide Value ETF position peaked at $192K in Q4 2025.
797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.