Cyndeo Wealth Partners’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Cyndeo Wealth 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 Q3	$336K	Sell	6,100 -41	-0.7%	-$2.3K	0.02%	425
2026 Q2	$338K	Buy	6,141 +19	+0.3%	+$998	0.02%	420
2026 Q1	$297K	Buy	6,122 +10	+0.2%	+$491	0.02%	411
2025 Q4	$285K	Buy	6,112 +15	+0.2%	+$680	0.02%	409
2025 Q3	$272K	Buy	6,097 +19	+0.3%	+$827	0.02%	409
2025 Q2	$257K	Buy	6,078 +29	+0.5%	+$1.16K	0.02%	412
2025 Q1	$249K	Buy	6,049 +24	+0.4%	+$1.01K	0.02%	405
2024 Q4	$247K	Sell	6,025 -25	-0.4%	-$1.06K	0.02%	399
2024 Q3	$252K	Buy	+6,050	New	+$244K	0.02%	401

Other funds holding DFUV

Savant Capital Rockford, Illinois $35B AUM 15.18% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cyndeo Wealth Partners's DFUV Position: Q3 2026 in Review

Cyndeo Wealth Partners reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 0.67% in Q3 2026, selling an estimated $2.3K and leaving 6,100 shares worth $336K. The position accounts for 0.02% of the portfolio, ranked #425.

Cyndeo Wealth Partners first reported a position in DFUV in Q3 2024 and has held it in 9 quarters since. The position peaked at $338K in Q2 2026. 578 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

Cyndeo Wealth Partners held 6,100 shares of Dimensional US Marketwide Value ETF worth $336K as of Q3 2026.
Cyndeo Wealth Partners sold 41 Dimensional US Marketwide Value ETF shares in Q3 2026, an estimated $2.3K.
Dimensional US Marketwide Value ETF made up 0.02% of Cyndeo Wealth Partners's portfolio in Q3 2026, its #425 holding.
Cyndeo Wealth Partners first reported a position in Dimensional US Marketwide Value ETF in Q3 2024 and has held it in 9 quarters since.
Cyndeo Wealth Partners's Dimensional US Marketwide Value ETF position peaked at $338K in Q2 2026.
578 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.