Aviance Capital Partners’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Aviance Capital Partners’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	$366K	Hold	7,563	–	–	0.04%	280
2025 Q4	$352K	Sell	7,563 -75	-1%	-$3.4K	0.04%	283
2025 Q3	$341K	Hold	7,638	–	–	0.04%	284
2025 Q2	$323K	Hold	7,638	–	–	0.04%	278
2025 Q1	$315K	Buy	+7,638	New	+$321K	0.04%	270
2023 Q3	–	Sell	-45,209	Closed	-$1.56M	–	254
2023 Q2	$1.56M	Buy	45,209 +935	+2%	+$31.2K	0.33%	82
2023 Q1	$1.48M	Buy	44,274 +1,078	+2%	+$36.9K	0.33%	83
2022 Q4	$1.45M	Buy	43,196 +138	+0.3%	+$4.59K	0.34%	77
2022 Q3	$1.27M	Buy	+43,058	New	+$1.4M	0.32%	94

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

Aviance Capital Partners's DFUV Position: Q1 2026 in Review

Aviance Capital Partners held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q1 2026 at 7,563 shares worth $366K. The position accounts for 0.04% of the portfolio, ranked #280.

Aviance Capital Partners first reported a position in DFUV in Q3 2022 and has held it in 9 quarters since. The position peaked at $1.56M in Q2 2023. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

Aviance Capital Partners held 7,563 shares of Dimensional US Marketwide Value ETF worth $366K as of Q1 2026.
Aviance Capital Partners left its Dimensional US Marketwide Value ETF share count unchanged in Q1 2026.
Dimensional US Marketwide Value ETF made up 0.04% of Aviance Capital Partners's portfolio in Q1 2026, its #280 holding.
Aviance Capital Partners first reported a position in Dimensional US Marketwide Value ETF in Q3 2022 and has held it in 9 quarters since.
Aviance Capital Partners's Dimensional US Marketwide Value ETF position peaked at $1.56M in Q2 2023.
766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on Aviance Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.