Commonwealth Equity Services’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Commonwealth Equity 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	$33.2M	Sell	602,675 -22,828	-4%	-$1.2M	0.04%	419
2026 Q1	$30.3M	Sell	625,503 -27,235	-4%	-$1.34M	0.04%	424
2025 Q4	$30.4M	Sell	652,738 -50,817	-7%	-$2.3M	0.04%	419
2025 Q3	$31.4M	Sell	703,555 -24,516	-3%	-$1.07M	0.04%	417
2025 Q2	$30.8M	Sell	728,071 -16,914	-2%	-$679K	0.04%	430
2025 Q1	$30.7M	Buy	744,985 +28,237	+4%	+$1.19M	0.04%	409
2024 Q4	$29.3M	Sell	716,748 -1,860	-0.3%	-$78.9K	0.04%	396
2024 Q3	$30M	Sell	718,608 -18,056	-2%	-$730K	0.05%	394
2024 Q2	$28.9M	Sell	736,664 -18,175	-2%	-$719K	0.05%	387
2024 Q1	$30.9M	Buy	754,839 +22,185	+3%	+$847K	0.05%	362
2023 Q4	$27.3M	Sell	732,654 -5,582	-0.8%	-$192K	0.05%	358
2023 Q3	$25.1M	Buy	738,236 +16,948	+2%	+$594K	0.05%	333
2023 Q2	$24.9M	Buy	721,288 +45,442	+7%	+$1.52M	0.05%	344
2023 Q1	$22.6M	Sell	675,846 -53,156	-7%	-$1.82M	0.05%	357
2022 Q4	$24.4M	Buy	729,002 +24,390	+3%	+$811K	0.06%	322
2022 Q3	$20.9M	Buy	704,612 +2,497	+0.4%	+$81.2K	0.05%	327
2022 Q2	$22.2M	Buy	+702,115	New	+$23.4M	0.06%	307

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

Commonwealth Equity Services's DFUV Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 3.6% in Q2 2026, selling an estimated $1.2M and leaving 602,675 shares worth $33.2M. The position accounts for 0.04% of the portfolio, ranked #419.

Commonwealth Equity Services first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. 800 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Commonwealth Equity Services held 602,675 shares of Dimensional US Marketwide Value ETF worth $33.2M as of Q2 2026.
Commonwealth Equity Services sold 22,828 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $1.2M.
Dimensional US Marketwide Value ETF made up 0.04% of Commonwealth Equity Services's portfolio in Q2 2026, its #419 holding.
Commonwealth Equity Services first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
800 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.