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Brookstone Capital Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Brookstone Capital Management’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 		$477K Buy
8,666
+5
+0.1% +$263 ﹤0.01% 947
2026
Q1 		$420K Buy
8,661
+443
+5% +$21.7K ﹤0.01% 923
2025
Q4 		$383K Buy
8,218
+9
+0.1% +$408 ﹤0.01% 918
2025
Q3 		$367K Buy
8,209
+102
+1% +$4.44K ﹤0.01% 912
2025
Q2 		$343K Sell
8,107
-2,292
-22% -$92K ﹤0.01% 849
2025
Q1 		$429K Buy
10,399
+10
+0.1% +$420 0.01% 748
2024
Q4 		$425K Sell
10,389
-4,694
-31% -$199K 0.01% 735
2024
Q3 		$629K Buy
15,083
+1,230
+9% +$49.7K 0.01% 632
2024
Q2 		$571K Buy
13,853
+4
+0% +$158 0.01% 622
2024
Q1 		$566K Buy
13,849
+1,549
+13% +$59.2K 0.01% 597
2023
Q4 		$458K Buy
12,300
+860
+8% +$29.6K 0.01% 611
2023
Q3 		$381K Hold
11,440
– – 0.01% 632
2023
Q2 		$391K Hold
11,440
– – 0.01% 629
2023
Q1 		$389K Hold
11,440
– – 0.01% 644
2022
Q4 		$392K Hold
11,440
– – 0.01% 640
2022
Q3 		$346K Buy
11,440
+3,914
+52% +$127K 0.01% 633
2022
Q2 		$239K Buy
+7,526
New +$250K 0.01% 693

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

Brookstone Capital Management's DFUV Position: Q2 2026 in Review

Brookstone Capital Management increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.06% in Q2 2026, buying an estimated $263 and bringing the position to 8,666 shares worth $477K. The position accounts for ﹤0.01% of the portfolio, ranked #947.

Brookstone Capital Management first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. The position peaked at $629K in Q3 2024. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Brookstone Capital Management held 8,666 shares of Dimensional US Marketwide Value ETF worth $477K as of Q2 2026.
  • Brookstone Capital Management bought 5 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $263.
  • Dimensional US Marketwide Value ETF made up ﹤0.01% of Brookstone Capital Management's portfolio in Q2 2026, its #947 holding.
  • Brookstone Capital Management first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
  • Brookstone Capital Management's Dimensional US Marketwide Value ETF position peaked at $629K in Q3 2024.
  • 797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.