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

Drive 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	$984K	Buy	17,894 +3	+0%	+$158	0.18%	100
2026 Q1	$867K	Sell	17,891 -198	-1%	-$9.71K	0.18%	104
2025 Q4	$843K	Sell	18,089 -620	-3%	-$28.1K	0.16%	107
2025 Q3	$836K	Sell	18,709 -15	-0.1%	-$653	0.18%	104
2025 Q2	$792K	Sell	18,724 -547	-3%	-$22K	0.17%	109
2025 Q1	$794K	Buy	+19,271	New	+$809K	0.19%	103
2023 Q2	–	Sell	-6,142	Closed	-$206K	–	290
2023 Q1	$206K	Buy	6,142 +28	+0.5%	+$959	0.09%	251
2022 Q4	$205K	Buy	+6,114	New	+$203K	0.1%	218

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

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

Drive Wealth Management increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.02% in Q2 2026, buying an estimated $158 and bringing the position to 17,894 shares worth $984K. The position accounts for 0.18% of the portfolio, ranked #100.

Drive Wealth Management first reported a position in DFUV in Q4 2022 and has held it in 8 quarters since. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Drive Wealth Management held 17,894 shares of Dimensional US Marketwide Value ETF worth $984K as of Q2 2026.
Drive Wealth Management bought 3 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $158.
Dimensional US Marketwide Value ETF made up 0.18% of Drive Wealth Management's portfolio in Q2 2026, its #100 holding.
Drive Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q4 2022 and has held it in 8 quarters since.
797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.