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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
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% +$1.17K 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

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TCOTS
Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return
KAM
KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return

Cyndeo Wealth Partners's DFUV Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.31% in Q2 2026, buying an estimated $998 and bringing the position to 6,141 shares worth $338K. The position accounts for 0.02% of the portfolio, ranked #420.

Cyndeo Wealth Partners first reported a position in DFUV in Q3 2024 and has held it in 8 quarters since. 188 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Cyndeo Wealth Partners held 6,141 shares of Dimensional US Marketwide Value ETF worth $338K as of Q2 2026.
  • Cyndeo Wealth Partners bought 19 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $998.
  • Dimensional US Marketwide Value ETF made up 0.02% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #420 holding.
  • Cyndeo Wealth Partners first reported a position in Dimensional US Marketwide Value ETF in Q3 2024 and has held it in 8 quarters since.
  • 188 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.