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Aptus Capital Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Aptus Capital Advisors’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 		$3.01M Buy
54,788
+39
+0.1% +$2.05K 0.02% 445
2026
Q1 		$2.65M Sell
54,749
-67
-0.1% -$3.29K 0.02% 427
2025
Q4 		$2.55M Buy
54,816
+277
+0.5% +$12.6K 0.02% 411
2025
Q3 		$2.44M Buy
54,539
+138
+0.3% +$6.01K 0.02% 398
2025
Q2 		$2.3M Buy
54,401
+16
+0% +$643 0.02% 397
2025
Q1 		$2.24M Sell
54,385
-878
-2% -$36.9K 0.02% 377
2024
Q4 		$2.26M Buy
55,263
+5,719
+12% +$243K 0.02% 381
2024
Q3 		$2.07M Sell
49,544
-724
-1% -$29.3K 0.03% 311
2024
Q2 		$1.97M Sell
50,268
-564
-1% -$22.3K 0.03% 294
2024
Q1 		$2.08M Buy
50,832
+683
+1% +$26.1K 0.04% 292
2023
Q4 		$1.87M Buy
50,149
+17
+0% +$585 0.05% 229
2023
Q3 		$1.71M Sell
50,132
-1,462
-3% -$51.2K 0.05% 240
2023
Q2 		$1.78M Sell
51,594
-400
-0.8% -$13.4K 0.04% 234
2023
Q1 		$1.74M Buy
51,994
+49,507
+1,991% +$1.69M 0.05% 227
2022
Q4 		$83.3K Hold
2,487
– – ﹤0.01% 549
2022
Q3 		$74K Hold
2,487
– – ﹤0.01% 519
2022
Q2 		$79K Buy
+2,487
New +$82.8K ﹤0.01% 436

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

Aptus Capital Advisors's DFUV Position: Q2 2026 in Review

Aptus Capital Advisors increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.07% in Q2 2026, buying an estimated $2.05K and bringing the position to 54,788 shares worth $3.01M. The position accounts for 0.02% of the portfolio, ranked #445.

Aptus Capital Advisors 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.

  • Aptus Capital Advisors held 54,788 shares of Dimensional US Marketwide Value ETF worth $3.01M as of Q2 2026.
  • Aptus Capital Advisors bought 39 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $2.05K.
  • Dimensional US Marketwide Value ETF made up 0.02% of Aptus Capital Advisors's portfolio in Q2 2026, its #445 holding.
  • Aptus Capital Advisors 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 Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.