CAI
DFUV icon

Capital Advisors Inc’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Capital Advisors Inc’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 		$695K Hold
12,628
– – 0.01% 194
2026
Q1 		$612K Hold
12,628
– – 0.01% 203
2025
Q4 		$588K Hold
12,628
– – 0.01% 207
2025
Q3 		$564K Hold
12,628
– – 0.01% 195
2025
Q2 		$534K Hold
12,628
– – 0.01% 196
2025
Q1 		$520K Buy
12,628
+4,709
+59% +$198K 0.01% 193
2024
Q4 		$324K Hold
7,919
– – 0.01% 240
2024
Q3 		$330K Hold
7,919
– – 0.01% 238
2024
Q2 		$311K Buy
+7,919
New +$313K 0.01% 244

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 28.19% 1-Year Est. Return

Capital Advisors Inc's DFUV Position: Q2 2026 in Review

Capital Advisors Inc held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 12,628 shares worth $695K. The position accounts for 0.01% of the portfolio, ranked #194.

Capital Advisors Inc first reported a position in DFUV in Q2 2024 and has held it in 9 quarters since. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Capital Advisors Inc held 12,628 shares of Dimensional US Marketwide Value ETF worth $695K as of Q2 2026.
  • Capital Advisors Inc left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
  • Dimensional US Marketwide Value ETF made up 0.01% of Capital Advisors Inc's portfolio in Q2 2026, its #194 holding.
  • Capital Advisors Inc first reported a position in Dimensional US Marketwide Value ETF in Q2 2024 and has held it in 9 quarters since.
  • 797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.