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Cortland Associates’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Cortland Associates’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 		– Sell
-5,530
Closed -$268K – 66
2026
Q1 		$268K Sell
5,530
-1,340
-20% -$65.7K 0.04% 54
2025
Q4 		$320K Sell
6,870
-3,480
-34% -$158K 0.04% 50
2025
Q3 		$463K Buy
+10,350
New +$451K 0.05% 45

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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

Cortland Associates's DFUV Position: Q2 2026 in Review

Cortland Associates sold out of Dimensional US Marketwide Value ETF (DFUV) in Q2 2026, closing a stake of 5,530 shares — an estimated $268K sold.

Cortland Associates first reported a position in DFUV in Q3 2025 and held it in 3 quarters. The position peaked at $463K in Q3 2025. 803 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Cortland Associates reported no remaining Dimensional US Marketwide Value ETF position as of Q2 2026 after selling out during the quarter.
  • Cortland Associates sold 5,530 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $268K.
  • Cortland Associates first reported a position in Dimensional US Marketwide Value ETF in Q3 2025 and held it in 3 quarters.
  • Cortland Associates's Dimensional US Marketwide Value ETF position peaked at $463K in Q3 2025.
  • 803 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Cortland Associates's 13F filing for Q2 2026, filed 28 Jul 2026.