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

Capital Investment 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 Q1	$814K	Buy	16,807 +1,127	+7%	+$55.3K	0.01%	385
2025 Q4	$731K	Sell	15,680 -380	-2%	-$17.2K	0.01%	407
2025 Q3	$718K	Buy	16,060 +1,227	+8%	+$53.4K	0.01%	401
2025 Q2	$627K	Hold	14,833	–	–	0.01%	419
2025 Q1	$611K	Hold	14,833	–	–	0.01%	407
2024 Q4	$607K	Hold	14,833	–	–	0.01%	396
2024 Q3	$618K	Hold	14,833	–	–	0.01%	378
2024 Q2	$582K	Hold	14,833	–	–	0.01%	372
2024 Q1	$607K	Hold	14,833	–	–	0.01%	365
2023 Q4	$552K	Hold	14,833	–	–	0.01%	366
2023 Q3	$505K	Hold	14,833	–	–	0.01%	356
2023 Q2	$512K	Hold	14,833	–	–	0.02%	338
2023 Q1	$497K	Hold	14,833	–	–	0.01%	350
2022 Q4	$497K	Hold	14,833	–	–	0.02%	356
2022 Q3	$439K	Buy	+14,833	New	+$482K	0.02%	353

Other funds holding DFUV

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Capital Investment Advisors's DFUV Position: Q1 2026 in Review

Capital Investment Advisors increased its Dimensional US Marketwide Value ETF (DFUV) stake by 7.2% in Q1 2026, buying an estimated $55.3K and bringing the position to 16,807 shares worth $814K. The position accounts for 0.01% of the portfolio, ranked #385.

Capital Investment Advisors first reported a position in DFUV in Q3 2022 and has held it in 15 quarters since. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

Capital Investment Advisors held 16,807 shares of Dimensional US Marketwide Value ETF worth $814K as of Q1 2026.
Capital Investment Advisors bought 1,127 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $55.3K.
Dimensional US Marketwide Value ETF made up 0.01% of Capital Investment Advisors's portfolio in Q1 2026, its #385 holding.
Capital Investment Advisors first reported a position in Dimensional US Marketwide Value ETF in Q3 2022 and has held it in 15 quarters since.
766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.