Dakota Wealth Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Dakota Wealth Management’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	$697K	Hold	12,673	–	–	0.01%	510
2026 Q1	$614K	Sell	12,673 -2,572	-17%	-$126K	0.01%	505
2025 Q4	$710K	Hold	15,245	–	–	0.01%	480
2025 Q3	$681K	Sell	15,245 -1,765	-10%	-$76.9K	0.01%	426
2025 Q2	$719K	Hold	17,010	–	–	0.02%	447
2025 Q1	$701K	Hold	17,010	–	–	0.02%	448
2024 Q4	$696K	Hold	17,010	–	–	0.02%	435
2024 Q3	$709K	Hold	17,010	–	–	0.02%	434
2024 Q2	$668K	Hold	17,010	–	–	0.02%	452
2024 Q1	$696K	Hold	17,010	–	–	0.02%	442
2023 Q4	$633K	Hold	17,010	–	–	0.02%	383
2023 Q3	$579K	Hold	17,010	–	–	0.03%	376
2023 Q2	$587K	Hold	17,010	–	–	0.03%	349
2023 Q1	$569K	Hold	17,010	–	–	0.04%	341
2022 Q4	$569K	Hold	17,010	–	–	0.04%	325
2022 Q3	$504K	Hold	17,010	–	–	0.04%	336
2022 Q2	$538K	Buy	+17,010	New	+$566K	0.05%	268

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 $103B AUM 28.65% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return

Dakota Wealth Management's DFUV Position: Q2 2026 in Review

Dakota Wealth Management held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 12,673 shares worth $697K. The position accounts for 0.01% of the portfolio, ranked #510.

Dakota Wealth Management first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. The position peaked at $719K in Q2 2025. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Dakota Wealth Management held 12,673 shares of Dimensional US Marketwide Value ETF worth $697K as of Q2 2026.
Dakota Wealth Management left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
Dimensional US Marketwide Value ETF made up 0.01% of Dakota Wealth Management's portfolio in Q2 2026, its #510 holding.
Dakota Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
Dakota Wealth Management's Dimensional US Marketwide Value ETF position peaked at $719K in Q2 2025.
797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.