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Coldstream Capital Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Coldstream Capital Management’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 		$220K Buy
+3,993
New +$210K ﹤0.01% 1127
2025
Q2 		– Sell
-3,993
Closed -$165K – 1692
2025
Q1 		$165K Buy
+3,993
New +$168K ﹤0.01% 1099

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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

Coldstream Capital Management's DFUV Position: Q2 2026 in Review

Coldstream Capital Management opened a new position in Dimensional US Marketwide Value ETF (DFUV) in Q2 2026: 3,993 shares worth $220K. The stake represents ﹤0.01% of the portfolio and ranks #1127 among its holdings. This is a return to the name: Coldstream Capital Management previously reported a position in DFUV as recently as Q1 2025.

Coldstream Capital Management first reported a position in DFUV in Q1 2025 and has held it in 2 quarters since. 800 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Coldstream Capital Management held 3,993 shares of Dimensional US Marketwide Value ETF worth $220K as of Q2 2026.
  • Dimensional US Marketwide Value ETF was a new Coldstream Capital Management position in Q2 2026.
  • Dimensional US Marketwide Value ETF made up ﹤0.01% of Coldstream Capital Management's portfolio in Q2 2026, its #1127 holding.
  • Coldstream Capital Management first reported a position in Dimensional US Marketwide Value ETF in Q1 2025 and has held it in 2 quarters since.
  • 800 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.