Continuum Advisory’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Continuum Advisory’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 Q1	$215K	Hold	4,441	–	–	0.02%	426
2025 Q4	$207K	Buy	+4,441	New	+$201K	0.02%	436
2025 Q2	–	Sell	-4,441	Closed	-$183K	–	686
2025 Q1	$183K	Hold	4,441	–	–	0.02%	409
2024 Q4	$182K	Hold	4,441	–	–	0.02%	399
2024 Q3	$192K	Hold	4,441	–	–	0.02%	401
2024 Q2	$174K	Hold	4,441	–	–	0.03%	389
2024 Q1	$177K	Buy	+4,441	New	+$170K	0.03%	387

Other funds holding DFUV

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Continuum Advisory's DFUV Position: Q1 2026 in Review

Continuum Advisory held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q1 2026 at 4,441 shares worth $215K. The position accounts for 0.02% of the portfolio, ranked #426.

Continuum Advisory first reported a position in DFUV in Q1 2024 and has held it in 7 quarters since. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

Continuum Advisory held 4,441 shares of Dimensional US Marketwide Value ETF worth $215K as of Q1 2026.
Continuum Advisory left its Dimensional US Marketwide Value ETF share count unchanged in Q1 2026.
Dimensional US Marketwide Value ETF made up 0.02% of Continuum Advisory's portfolio in Q1 2026, its #426 holding.
Continuum Advisory first reported a position in Dimensional US Marketwide Value ETF in Q1 2024 and has held it in 7 quarters since.
766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.