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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
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% +$19.1K 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

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
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

D.A. Davidson & Co's DFUV Position: Q2 2026 in Review

D.A. Davidson & Co increased its Dimensional US Marketwide Value ETF (DFUV) stake by 1.9% in Q2 2026, buying an estimated $17.9K and bringing the position to 18,330 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #963.

D.A. Davidson & Co first reported a position in DFUV in Q2 2023 and has held it in 13 quarters since. 800 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • D.A. Davidson & Co held 18,330 shares of Dimensional US Marketwide Value ETF worth $1.01M as of Q2 2026.
  • D.A. Davidson & Co bought 341 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $17.9K.
  • Dimensional US Marketwide Value ETF made up 0.01% of D.A. Davidson & Co's portfolio in Q2 2026, its #963 holding.
  • D.A. Davidson & Co first reported a position in Dimensional US Marketwide Value ETF in Q2 2023 and has held it in 13 quarters since.
  • 800 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on D.A. Davidson & Co's 13F filing for Q2 2026, filed 24 Jul 2026.