CIAS
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Capital Investment Advisory Services’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Capital Investment Advisory Services’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 		$3.67M Buy
66,668
+13,198
+25% +$693K 0.23% 109
2026
Q1 		$2.59M Buy
53,470
+203
+0.4% +$9.96K 0.19% 117
2025
Q4 		$2.48M Buy
53,267
+24,708
+87% +$1.12M 0.18% 136
2025
Q3 		$1.28M Buy
28,559
+1,809
+7% +$78.8K 0.1% 208
2025
Q2 		$1.13M Buy
26,750
+5,799
+28% +$233K 0.09% 212
2025
Q1 		$863K Buy
20,951
+10,000
+91% +$420K 0.08% 233
2024
Q4 		$448K Buy
10,951
+136
+1% +$5.77K 0.04% 309
2024
Q3 		$451K Sell
10,815
-848
-7% -$34.3K 0.04% 319
2024
Q2 		$458K Buy
11,663
+1,105
+10% +$43.7K 0.05% 302
2024
Q1 		$432K Buy
10,558
+9,912
+1,534% +$379K 0.05% 329
2023
Q4 		$24K Buy
646
+169
+35% +$5.82K ﹤0.01% 757
2023
Q3 		$16.2K Hold
477
– – ﹤0.01% 745
2023
Q2 		$16.5K Buy
477
+248
+108% +$8.29K ﹤0.01% 710
2023
Q1 		$7.67K Buy
+229
New +$7.84K ﹤0.01% 759

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

Capital Investment Advisory Services's DFUV Position: Q2 2026 in Review

Capital Investment Advisory Services increased its Dimensional US Marketwide Value ETF (DFUV) stake by 25% in Q2 2026, buying an estimated $693K and bringing the position to 66,668 shares worth $3.67M. The position accounts for 0.23% of the portfolio, ranked #109.

Capital Investment Advisory Services first reported a position in DFUV in Q1 2023 and has held it in 14 quarters since. 803 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Capital Investment Advisory Services held 66,668 shares of Dimensional US Marketwide Value ETF worth $3.67M as of Q2 2026.
  • Capital Investment Advisory Services bought 13,198 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $693K.
  • Dimensional US Marketwide Value ETF made up 0.23% of Capital Investment Advisory Services's portfolio in Q2 2026, its #109 holding.
  • Capital Investment Advisory Services first reported a position in Dimensional US Marketwide Value ETF in Q1 2023 and has held it in 14 quarters since.
  • 803 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.