Arkadios Wealth Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Arkadios Wealth 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	$5.09M	Sell	92,491 -5,249	-5%	-$276K	0.08%	268
2026 Q1	$4.74M	Buy	97,740 +73,260	+299%	+$3.59M	0.08%	270
2025 Q4	$1.14M	Sell	24,480 -1	-0%	-$45	0.02%	643
2025 Q3	$1.09M	Sell	24,481 -1,009	-4%	-$43.9K	0.03%	605
2025 Q2	$1.08M	Sell	25,490 -5,964	-19%	-$240K	0.03%	540
2025 Q1	$1.3M	Sell	31,454 -179,547	-85%	-$7.54M	0.05%	388
2024 Q4	$8.63M	Buy	211,001 +38,761	+23%	+$1.65M	0.47%	37
2024 Q3	$7.18M	Buy	172,240 +33,325	+24%	+$1.35M	0.41%	49
2024 Q2	$5.46M	Buy	+138,915	New	+$5.5M	0.37%	49

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 28.19% 1-Year Est. Return

Arkadios Wealth Advisors's DFUV Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 5.4% in Q2 2026, selling an estimated $276K and leaving 92,491 shares worth $5.09M. The position accounts for 0.08% of the portfolio, ranked #268.

Arkadios Wealth Advisors first reported a position in DFUV in Q2 2024 and has held it in 9 quarters since. The position peaked at $8.63M in Q4 2024. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Arkadios Wealth Advisors held 92,491 shares of Dimensional US Marketwide Value ETF worth $5.09M as of Q2 2026.
Arkadios Wealth Advisors sold 5,249 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $276K.
Dimensional US Marketwide Value ETF made up 0.08% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #268 holding.
Arkadios Wealth Advisors first reported a position in Dimensional US Marketwide Value ETF in Q2 2024 and has held it in 9 quarters since.
Arkadios Wealth Advisors's Dimensional US Marketwide Value ETF position peaked at $8.63M in Q4 2024.
797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.