Coston McIsaac & Partners’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Coston McIsaac & Partners’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	$80K	Buy	1,459 +5	+0.3%	+$263	0.02%	261
2026 Q1	$70K	Buy	1,454 +5	+0.3%	+$245	0.02%	272
2025 Q4	$67K	Buy	1,449 +5	+0.3%	+$227	0.02%	274
2025 Q3	$64K	Buy	1,444 +7	+0.5%	+$305	0.02%	272
2025 Q2	$60K	Buy	1,437 +6	+0.4%	+$241	0.02%	273
2025 Q1	$58K	Buy	1,431 +6	+0.4%	+$252	0.02%	252
2024 Q4	$58K	Buy	1,425 +6	+0.4%	+$255	0.02%	259
2024 Q3	$59K	Buy	1,419 +6	+0.4%	+$242	0.02%	254
2024 Q2	$55K	Buy	1,413 +6	+0.4%	+$237	0.02%	251
2024 Q1	$57K	Buy	1,407 +5	+0.4%	+$191	0.02%	250
2023 Q4	$52K	Buy	1,402 +6	+0.4%	+$207	0.02%	250
2023 Q3	$47K	Buy	1,396 +7	+0.5%	+$245	0.02%	249
2023 Q2	$47K	Buy	1,389 +7	+0.5%	+$234	0.02%	274
2023 Q1	$46K	Buy	1,382 +6	+0.4%	+$205	0.02%	271
2022 Q4	$46K	Buy	1,376 +6	+0.4%	+$199	0.02%	276
2022 Q3	$40K	Buy	1,370 +7	+0.5%	+$228	0.02%	246
2022 Q2	$43K	Buy	+1,363	New	+$45.4K	0.03%	146

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

Coston McIsaac & Partners's DFUV Position: Q2 2026 in Review

Coston McIsaac & Partners increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.34% in Q2 2026, buying an estimated $263 and bringing the position to 1,459 shares worth $80K. The position accounts for 0.02% of the portfolio, ranked #261.

Coston McIsaac & Partners first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. 802 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Coston McIsaac & Partners held 1,459 shares of Dimensional US Marketwide Value ETF worth $80K as of Q2 2026.
Coston McIsaac & Partners bought 5 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $263.
Dimensional US Marketwide Value ETF made up 0.02% of Coston McIsaac & Partners's portfolio in Q2 2026, its #261 holding.
Coston McIsaac & Partners first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
802 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Coston McIsaac & Partners's 13F filing for Q2 2026, filed 12 Aug 2026.