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 Q2	$416K	Sell	7,562 -1	-0%	-$53	0.04%	281
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 $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 $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 Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Aviance Capital Partners's DFUV Position: Q2 2026 in Review

Aviance Capital Partners reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 0.01% in Q2 2026, selling an estimated $53 and leaving 7,562 shares worth $416K. The position accounts for 0.04% of the portfolio, ranked #281.

Aviance Capital Partners first reported a position in DFUV in Q3 2022 and has held it in 10 quarters since. The position peaked at $1.56M in Q2 2023. 801 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Aviance Capital Partners held 7,562 shares of Dimensional US Marketwide Value ETF worth $416K as of Q2 2026.
Aviance Capital Partners sold 1 Dimensional US Marketwide Value ETF share in Q2 2026, an estimated $53.
Dimensional US Marketwide Value ETF made up 0.04% of Aviance Capital Partners's portfolio in Q2 2026, its #281 holding.
Aviance Capital Partners first reported a position in Dimensional US Marketwide Value ETF in Q3 2022 and has held it in 10 quarters since.
Aviance Capital Partners's Dimensional US Marketwide Value ETF position peaked at $1.56M in Q2 2023.
801 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Aviance Capital Partners's 13F filing for Q2 2026, filed 31 Jul 2026.