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 Q3	$1.01M	Buy	18,427 +68	+0.4%	+$3.82K	0.59%	32
2026 Q2	$1.01M	Buy	18,359 +62	+0.3%	+$3.26K	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

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Cornerstone Financial Group's DFUV Position: Q3 2026 in Review

Cornerstone Financial Group increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.37% in Q3 2026, buying an estimated $3.82K and bringing the position to 18,427 shares worth $1.01M. The position accounts for 0.59% of the portfolio, ranked #32.

Cornerstone Financial Group first reported a position in DFUV in Q4 2024 and has held it in 8 quarters since. 665 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

Cornerstone Financial Group held 18,427 shares of Dimensional US Marketwide Value ETF worth $1.01M as of Q3 2026.
Cornerstone Financial Group bought 68 Dimensional US Marketwide Value ETF shares in Q3 2026, an estimated $3.82K.
Dimensional US Marketwide Value ETF made up 0.59% of Cornerstone Financial Group's portfolio in Q3 2026, its #32 holding.
Cornerstone Financial Group first reported a position in Dimensional US Marketwide Value ETF in Q4 2024 and has held it in 8 quarters since.
665 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

Based on Cornerstone Financial Group's 13F filing for Q3 2026, filed 12 Nov 2026.