Balboa Wealth Partners’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Balboa Wealth 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	$1.06M	Sell	19,206 -1,027	-5%	-$53.9K	0.14%	121
2026 Q1	$980K	Sell	20,233 -986	-5%	-$48.4K	0.16%	104
2025 Q4	$989K	Hold	21,219	–	–	0.16%	96
2025 Q3	$948K	Hold	21,219	–	–	0.16%	99
2025 Q2	$897K	Hold	21,219	–	–	0.18%	102
2025 Q1	$874K	Hold	21,219	–	–	0.21%	86
2024 Q4	$868K	Sell	21,219 -15	-0.1%	-$637	0.2%	90
2024 Q3	$885K	Hold	21,234	–	–	0.22%	89
2024 Q2	$834K	Sell	21,234 -1,339	-6%	-$53K	0.22%	84
2024 Q1	$923K	Sell	22,573 -908	-4%	-$34.7K	0.27%	70
2023 Q4	$874K	Hold	23,481	–	–	0.29%	66
2023 Q3	$799K	Sell	23,481 -606	-3%	-$21.2K	0.3%	59
2023 Q2	$831K	Sell	24,087 -4	-0%	-$134	0.29%	60
2023 Q1	$807K	Hold	24,091	–	–	0.3%	65
2022 Q4	$807K	Hold	24,091	–	–	0.36%	68
2022 Q3	$713K	Buy	+24,091	New	+$783K	0.31%	65

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 27.94% 1-Year Est. Return

Balboa Wealth Partners's DFUV Position: Q2 2026 in Review

Balboa Wealth Partners reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 5.1% in Q2 2026, selling an estimated $53.9K and leaving 19,206 shares worth $1.06M. The position accounts for 0.14% of the portfolio, ranked #121.

Balboa Wealth Partners first reported a position in DFUV in Q3 2022 and has held it in 16 quarters since. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Balboa Wealth Partners held 19,206 shares of Dimensional US Marketwide Value ETF worth $1.06M as of Q2 2026.
Balboa Wealth Partners sold 1,027 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $53.9K.
Dimensional US Marketwide Value ETF made up 0.14% of Balboa Wealth Partners's portfolio in Q2 2026, its #121 holding.
Balboa Wealth Partners first reported a position in Dimensional US Marketwide Value ETF in Q3 2022 and has held it in 16 quarters since.
797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

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