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Cornerstone Financial Group’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Cornerstone Financial Group’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 		$1.01M Buy
18,359
+62
+0.3% +$3.25K 0.62% 33
2026
Q1 		$947K Buy
18,297
+66
+0.4% +$3.24K 0.61% 33
2025
Q4 		$849K Buy
18,231
+64
+0.4% +$2.9K 0.59% 36
2025
Q3 		$812K Buy
18,167
+80
+0.4% +$3.48K 0.63% 37
2025
Q2 		$765K Buy
18,087
+84
+0.5% +$3.37K 0.65% 37
2025
Q1 		$742K Buy
18,003
+72
+0.4% +$3.02K 0.67% 37
2024
Q4 		$734K Buy
+17,931
New +$761K 0.72% 36

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 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
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Cornerstone Financial Group's DFUV Position: Q2 2026 in Review

Cornerstone Financial Group increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.34% in Q2 2026, buying an estimated $3.25K and bringing the position to 18,359 shares worth $1.01M. The position accounts for 0.62% of the portfolio, ranked #33.

Cornerstone Financial Group first reported a position in DFUV in Q4 2024 and has held it in 7 quarters since. 646 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Cornerstone Financial Group held 18,359 shares of Dimensional US Marketwide Value ETF worth $1.01M as of Q2 2026.
  • Cornerstone Financial Group bought 62 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $3.25K.
  • Dimensional US Marketwide Value ETF made up 0.62% of Cornerstone Financial Group's portfolio in Q2 2026, its #33 holding.
  • Cornerstone Financial Group first reported a position in Dimensional US Marketwide Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 646 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Cornerstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.