Brown Advisory’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Brown Advisory’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	$2.05M	Sell	37,344 -1,814	-5%	-$95.2K	﹤0.01%	722
2026 Q1	$1.9M	Hold	39,158	–	–	﹤0.01%	690
2025 Q4	$1.82M	Sell	39,158 -2,735	-7%	-$124K	﹤0.01%	703
2025 Q3	$1.87M	Sell	41,893 -817	-2%	-$35.6K	﹤0.01%	683
2025 Q2	$1.81M	Sell	42,710 -5,190	-11%	-$208K	﹤0.01%	675
2025 Q1	$1.97M	Sell	47,900 -4,155	-8%	-$174K	﹤0.01%	635
2024 Q4	$2.13M	Buy	52,055 +1,881	+4%	+$79.8K	﹤0.01%	643
2024 Q3	$2.09M	Sell	50,174 -364	-0.7%	-$14.7K	﹤0.01%	641
2024 Q2	$1.98M	Sell	50,538 -902	-2%	-$35.7K	﹤0.01%	638
2024 Q1	$2.1M	Buy	51,440 +3,742	+8%	+$143K	﹤0.01%	627
2023 Q4	$1.78M	Sell	47,698 -2,016	-4%	-$69.4K	﹤0.01%	646
2023 Q3	$1.69M	Sell	49,714 -2,585	-5%	-$90.6K	﹤0.01%	640
2023 Q2	$1.8M	Hold	52,299	–	–	﹤0.01%	631
2023 Q1	$1.75M	Hold	52,299	–	–	﹤0.01%	640
2022 Q4	$1.75M	Sell	52,299 -1,704	-3%	-$56.6K	﹤0.01%	640
2022 Q3	$1.6M	Sell	54,003 -322	-0.6%	-$10.5K	﹤0.01%	608
2022 Q2	$1.72M	Buy	+54,325	New	+$1.81M	﹤0.01%	596

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 $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 Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Brown Advisory's DFUV Position: Q2 2026 in Review

Brown Advisory reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 4.6% in Q2 2026, selling an estimated $95.2K and leaving 37,344 shares worth $2.05M. The position accounts for ﹤0.01% of the portfolio, ranked #722.

Brown Advisory first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.13M in Q4 2024. 800 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Brown Advisory held 37,344 shares of Dimensional US Marketwide Value ETF worth $2.05M as of Q2 2026.
Brown Advisory sold 1,814 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $95.2K.
Dimensional US Marketwide Value ETF made up ﹤0.01% of Brown Advisory's portfolio in Q2 2026, its #722 holding.
Brown Advisory first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
Brown Advisory's Dimensional US Marketwide Value ETF position peaked at $2.13M in Q4 2024.
800 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Brown Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.