D.A. Davidson & Co
DFUV icon

D.A. Davidson & Co’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

D.A. Davidson & Co’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 		$1.03M Buy
18,793
+463
+3% +$26K 0.01% 938
2026
Q2 		$1.01M Buy
18,330
+341
+2% +$17.9K 0.01% 963
2026
Q1 		$872K Buy
17,989
+601
+3% +$29.5K 0.01% 967
2025
Q4 		$810K Buy
17,388
+420
+2% +$19K 0.01% 966
2025
Q3 		$758K Buy
16,968
+200
+1% +$8.71K ﹤0.01% 973
2025
Q2 		$709K Sell
16,768
-950
-5% -$38.2K 0.01% 924
2025
Q1 		$730K Hold
17,718
– – 0.01% 882
2024
Q4 		$725K Hold
17,718
– – 0.01% 886
2024
Q3 		$739K Buy
17,718
+950
+6% +$38.4K 0.01% 877
2024
Q2 		$658K Hold
16,768
– – 0.01% 881
2024
Q1 		$686K Hold
16,768
– – 0.01% 867
2023
Q4 		$624K Hold
16,768
– – 0.01% 862
2023
Q3 		$570K Buy
16,768
+887
+6% +$31.1K 0.01% 856
2023
Q2 		$548K Buy
+15,881
New +$531K 0.01% 900

Other funds holding DFUV

Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Trust Company of the South
Trust Company of the South Greensboro, North Carolina $714M AUM 17.67% 1-Year Est. Return
Evanson Financial
Evanson Financial Mclean, Virginia $2.03B AUM
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Schoolcraft Capital
Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return

D.A. Davidson & Co's DFUV Position: Q3 2026 in Review

D.A. Davidson & Co increased its Dimensional US Marketwide Value ETF (DFUV) stake by 2.5% in Q3 2026, buying an estimated $26K and bringing the position to 18,793 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #938.

D.A. Davidson & Co first reported a position in DFUV in Q2 2023 and has held it in 14 quarters since. 317 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

  • D.A. Davidson & Co held 18,793 shares of Dimensional US Marketwide Value ETF worth $1.03M as of Q3 2026.
  • D.A. Davidson & Co bought 463 Dimensional US Marketwide Value ETF shares in Q3 2026, an estimated $26K.
  • Dimensional US Marketwide Value ETF made up 0.01% of D.A. Davidson & Co's portfolio in Q3 2026, its #938 holding.
  • D.A. Davidson & Co first reported a position in Dimensional US Marketwide Value ETF in Q2 2023 and has held it in 14 quarters since.
  • 317 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

Based on D.A. Davidson & Co's 13F filing for Q3 2026, filed 28 Oct 2026.