CCA
DFUV icon

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

Clarity Capital 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
Q2 		$3.28M Buy
59,716
+531
+0.9% +$27.9K 1.38% 19
2026
Q1 		$2.87M Buy
59,185
+1,078
+2% +$52.9K 1.34% 20
2025
Q4 		$2.71M Buy
58,107
+1,210
+2% +$54.9K 1.35% 20
2025
Q3 		$2.54M Sell
56,897
-6,792
-11% -$296K 1.38% 21
2025
Q2 		$2.69M Sell
63,689
-1,414
-2% -$56.8K 1.57% 19
2025
Q1 		$2.68M Sell
65,103
-4,040
-6% -$170K 1.76% 19
2024
Q4 		$2.83M Buy
69,143
+241
+0.3% +$10.2K 1.9% 18
2024
Q3 		$2.87M Buy
68,902
+235
+0.3% +$9.5K 2.06% 16
2024
Q2 		$2.7M Sell
68,667
-899
-1% -$35.6K 2.08% 15
2024
Q1 		$2.85M Sell
69,566
-9,567
-12% -$365K 2.27% 15
2023
Q4 		$2.95M Buy
+79,133
New +$2.72M 2.56% 13

Other funds holding DFUV

TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TCOTS
Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

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

Clarity Capital Advisors increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.9% in Q2 2026, buying an estimated $27.9K and bringing the position to 59,716 shares worth $3.28M. The position accounts for 1.38% of the portfolio, ranked #19.

Clarity Capital Advisors first reported a position in DFUV in Q4 2023 and has held it in 11 quarters since. 387 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Clarity Capital Advisors held 59,716 shares of Dimensional US Marketwide Value ETF worth $3.28M as of Q2 2026.
  • Clarity Capital Advisors bought 531 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $27.9K.
  • Dimensional US Marketwide Value ETF made up 1.38% of Clarity Capital Advisors's portfolio in Q2 2026, its #19 holding.
  • Clarity Capital Advisors first reported a position in Dimensional US Marketwide Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 387 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

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