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Beacon Pointe Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Beacon Pointe 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 		$73.8M Sell
1,342,005
-31,471
-2% -$1.65M 0.34% 64
2026
Q1 		$66.6M Buy
1,373,476
+54,042
+4% +$2.65M 0.35% 64
2025
Q4 		$61.5M Buy
1,319,434
+103,281
+8% +$4.68M 0.43% 51
2025
Q3 		$54.3M Sell
1,216,153
-158,567
-12% -$6.91M 0.46% 42
2025
Q2 		$58.1M Buy
1,374,720
+9,214
+0.7% +$370K 0.61% 31
2025
Q1 		$56.3M Buy
1,365,506
+25,043
+2% +$1.05M 0.63% 30
2024
Q4 		$54.9M Buy
1,340,463
+11,307
+0.9% +$480K 0.61% 32
2024
Q3 		$55.4M Sell
1,329,156
-26,271
-2% -$1.06M 0.64% 30
2024
Q2 		$53.2M Buy
1,355,427
+169,421
+14% +$6.7M 0.63% 32
2024
Q1 		$48.5M Buy
1,186,006
+804,590
+211% +$30.7M 0.54% 38
2023
Q4 		$14.2M Sell
381,416
-32,574
-8% -$1.12M 0.17% 134
2023
Q3 		$14.1M Sell
413,990
-88,227
-18% -$3.09M 0.18% 128
2023
Q2 		$17.3M Sell
502,217
-28,591
-5% -$955K 0.28% 85
2023
Q1 		$17.8M Sell
530,808
-21,705
-4% -$743K 0.3% 80
2022
Q4 		$18.5M Buy
552,513
+67,052
+14% +$2.23M 0.36% 72
2022
Q3 		$14.4M Buy
485,461
+79,527
+20% +$2.59M 0.32% 77
2022
Q2 		$12.8M Buy
+405,934
New +$13.5M 0.27% 87

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

Beacon Pointe Advisors's DFUV Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 2.3% in Q2 2026, selling an estimated $1.65M and leaving 1,342,005 shares worth $73.8M. The position accounts for 0.34% of the portfolio, ranked #64.

Beacon Pointe Advisors first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. 798 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Beacon Pointe Advisors held 1,342,005 shares of Dimensional US Marketwide Value ETF worth $73.8M as of Q2 2026.
  • Beacon Pointe Advisors sold 31,471 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $1.65M.
  • Dimensional US Marketwide Value ETF made up 0.34% of Beacon Pointe Advisors's portfolio in Q2 2026, its #64 holding.
  • Beacon Pointe Advisors first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
  • 798 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.