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

Clearstead 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 		$3.65M Buy
66,305
+86
+0.1% +$4.52K 0.03% 283
2026
Q1 		$3.21M Sell
66,219
-8,329
-11% -$409K 0.03% 288
2025
Q4 		$3.47M Buy
74,548
+118
+0.2% +$5.35K 0.04% 251
2025
Q3 		$3.33M Buy
74,430
+77
+0.1% +$3.35K 0.04% 248
2025
Q2 		$3.14M Sell
74,353
-7,266
-9% -$292K 0.04% 253
2025
Q1 		$3.36M Sell
81,619
-2,976
-4% -$125K 0.05% 227
2024
Q4 		$3.46M Sell
84,595
-25
-0% -$1.06K 0.05% 222
2024
Q3 		$3.53M Sell
84,620
-149
-0.2% -$6.02K 0.05% 223
2024
Q2 		$3.33M Buy
84,769
+62,934
+288% +$2.49M 0.06% 212
2024
Q1 		$873K Hold
21,835
– – 0.04% 246
2023
Q4 		$813K Hold
21,835
– – 0.04% 245
2023
Q3 		$743K Hold
21,835
– – 0.05% 242
2023
Q2 		$753K Buy
21,835
+7,010
+47% +$234K 0.05% 238
2023
Q1 		$496K Buy
14,825
+1,474
+11% +$50.5K 0.04% 263
2022
Q4 		$447K Hold
13,351
– – 0.04% 271
2022
Q3 		$395K Sell
13,351
-674
-5% -$21.9K 0.04% 265
2022
Q2 		$443K Buy
+14,025
New +$467K 0.03% 268

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

Clearstead Advisors's DFUV Position: Q2 2026 in Review

Clearstead Advisors increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.13% in Q2 2026, buying an estimated $4.52K and bringing the position to 66,305 shares worth $3.65M. The position accounts for 0.03% of the portfolio, ranked #283.

Clearstead Advisors first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Clearstead Advisors held 66,305 shares of Dimensional US Marketwide Value ETF worth $3.65M as of Q2 2026.
  • Clearstead Advisors bought 86 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $4.52K.
  • Dimensional US Marketwide Value ETF made up 0.03% of Clearstead Advisors's portfolio in Q2 2026, its #283 holding.
  • Clearstead Advisors first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
  • 797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.