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

Coastal Bridge 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	$315K	Buy	+5,719	New	+$300K	0.02%	385

Other funds holding DFUV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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 Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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 Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return

Coastal Bridge Advisors's DFUV Position: Q2 2026 in Review

Coastal Bridge Advisors opened a new position in Dimensional US Marketwide Value ETF (DFUV) in Q2 2026: 5,719 shares worth $315K. The stake represents 0.02% of the portfolio and ranks #385 among its holdings.

797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Coastal Bridge Advisors held 5,719 shares of Dimensional US Marketwide Value ETF worth $315K as of Q2 2026.
Dimensional US Marketwide Value ETF was a new Coastal Bridge Advisors position in Q2 2026.
Dimensional US Marketwide Value ETF made up 0.02% of Coastal Bridge Advisors's portfolio in Q2 2026, its #385 holding.
797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.