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Brinker Capital Investments’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Brinker Capital Investments’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 		– Sell
-5,610
Closed -$272K – 1934
2026
Q1 		$272K Sell
5,610
-17,824
-76% -$874K ﹤0.01% 1705
2025
Q4 		$1.09M Buy
23,434
+1,053
+5% +$47.8K 0.01% 1193
2025
Q3 		$1M Buy
22,381
+1,903
+9% +$82.9K 0.01% 1226
2025
Q2 		$866K Buy
20,478
+801
+4% +$32.2K 0.01% 1260
2025
Q1 		$811K Sell
19,677
-10,665
-35% -$448K 0.01% 1193
2024
Q4 		$1.24M Sell
30,342
-76
-0.2% -$3.23K 0.01% 929
2024
Q3 		$1.27M Buy
30,418
+774
+3% +$31.3K 0.01% 919
2024
Q2 		$1.16M Buy
29,644
+66
+0.2% +$2.61K 0.01% 921
2024
Q1 		$1.21M Sell
29,578
-3,026
-9% -$116K 0.01% 899
2023
Q4 		$1.21M Sell
32,604
-4,631
-12% -$159K 0.01% 865
2023
Q3 		$1.27M Buy
37,235
+1,195
+3% +$41.9K 0.02% 819
2023
Q2 		$1.24M Buy
36,040
+2,533
+8% +$84.6K 0.01% 861
2023
Q1 		$1.12M Buy
+33,507
New +$1.15M 0.01% 822

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

Brinker Capital Investments's DFUV Position: Q2 2026 in Review

Brinker Capital Investments sold out of Dimensional US Marketwide Value ETF (DFUV) in Q2 2026, closing a stake of 5,610 shares — an estimated $272K sold.

Brinker Capital Investments first reported a position in DFUV in Q1 2023 and held it in 13 quarters. The position peaked at $1.27M in Q3 2024. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Brinker Capital Investments reported no remaining Dimensional US Marketwide Value ETF position as of Q2 2026 after selling out during the quarter.
  • Brinker Capital Investments sold 5,610 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $272K.
  • Brinker Capital Investments first reported a position in Dimensional US Marketwide Value ETF in Q1 2023 and held it in 13 quarters.
  • Brinker Capital Investments's Dimensional US Marketwide Value ETF position peaked at $1.27M in Q3 2024.
  • 797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.