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Benningfield Financial Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Benningfield Financial 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 		$27.7M Sell
504,434
-2,385
-0.5% -$125K 20.55% 1
2026
Q1 		$24.6M Buy
506,819
+1,576
+0.3% +$77.3K 19.38% 1
2025
Q4 		$23.5M Buy
505,243
+1,242
+0.2% +$56.3K 18.43% 1
2025
Q3 		$22.5M Buy
504,001
+23,705
+5% +$1.03M 17.77% 1
2025
Q2 		$20.3M Buy
480,296
+24,619
+5% +$989K 17.53% 1
2025
Q1 		$18.8M Buy
455,677
+3,032
+0.7% +$127K 18.04% 1
2024
Q4 		$18.5M Buy
+452,645
New +$19.2M 18.12% 1

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 $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
Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return

Benningfield Financial Advisors's DFUV Position: Q2 2026 in Review

Benningfield Financial Advisors reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 0.47% in Q2 2026, selling an estimated $125K and leaving 504,434 shares worth $27.7M. The position accounts for 20.55% of the portfolio, ranked #1.

Benningfield Financial Advisors first reported a position in DFUV in Q4 2024 and has held it in 7 quarters since. 794 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Benningfield Financial Advisors held 504,434 shares of Dimensional US Marketwide Value ETF worth $27.7M as of Q2 2026.
  • Benningfield Financial Advisors sold 2,385 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $125K.
  • Dimensional US Marketwide Value ETF made up 20.55% of Benningfield Financial Advisors's portfolio in Q2 2026, its #1 holding.
  • Benningfield Financial Advisors first reported a position in Dimensional US Marketwide Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 794 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Benningfield Financial Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.