AC
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Avestar Capital’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Avestar Capital’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 		$504K Hold
9,163
– – 0.03% 374
2026
Q1 		$444K Hold
9,163
– – 0.03% 377
2025
Q4 		$427K Hold
9,163
– – 0.03% 366
2025
Q3 		$409K Hold
9,163
– – 0.03% 373
2025
Q2 		$387K Hold
9,163
– – 0.03% 355
2025
Q1 		$378K Hold
9,163
– – 0.03% 331
2024
Q4 		$375K Hold
9,163
– – 0.03% 342
2024
Q3 		$382K Hold
9,163
– – 0.04% 296
2024
Q2 		$360K Hold
9,163
– – 0.04% 302
2024
Q1 		$375K Hold
9,163
– – 0.04% 284
2023
Q4 		$341K Buy
+9,163
New +$315K 0.04% 269

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 $104B AUM 28.3% 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 $72.2B AUM 27.85% 1-Year Est. Return

Avestar Capital's DFUV Position: Q2 2026 in Review

Avestar Capital held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 9,163 shares worth $504K. The position accounts for 0.03% of the portfolio, ranked #374.

Avestar Capital first reported a position in DFUV in Q4 2023 and has held it in 11 quarters since. 801 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Avestar Capital held 9,163 shares of Dimensional US Marketwide Value ETF worth $504K as of Q2 2026.
  • Avestar Capital left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
  • Dimensional US Marketwide Value ETF made up 0.03% of Avestar Capital's portfolio in Q2 2026, its #374 holding.
  • Avestar Capital first reported a position in Dimensional US Marketwide Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 801 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.