Dynamic Advisor Solutions
DFUV icon

Dynamic Advisor Solutions’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Dynamic Advisor Solutions’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 		$15.8M Buy
287,152
+167
+0.1% +$9.39K 0.45% 48
2026
Q2 		$15.8M Sell
286,985
-5,676
-2% -$298K 0.45% 49
2026
Q1 		$14.2M Buy
292,661
+7,174
+3% +$352K 0.45% 52
2025
Q4 		$13.3M Sell
285,487
-93,578
-25% -$4.24M 0.43% 54
2025
Q3 		$16.9M Buy
379,065
+2,983
+0.8% +$130K 0.49% 47
2025
Q2 		$15.9M Buy
376,082
+1,914
+0.5% +$76.9K 0.49% 46
2025
Q1 		$15.4M Buy
374,168
+3,823
+1% +$160K 0.51% 44
2024
Q4 		$15.2M Buy
370,345
+8,172
+2% +$347K 0.66% 33
2024
Q3 		$15.1M Buy
362,173
+12,045
+3% +$487K 0.45% 52
2024
Q2 		$13.7M Buy
350,128
+125,834
+56% +$4.98M 0.43% 53
2024
Q1 		$9.17M Buy
224,294
+14,359
+7% +$549K 0.31% 82
2023
Q4 		$7.76M Buy
209,935
+26,582
+14% +$915K 0.29% 91
2023
Q3 		$6.24M Buy
183,353
+75,375
+70% +$2.64M 0.29% 89
2023
Q2 		$3.73M Buy
107,978
+26,266
+32% +$878K 0.19% 148
2023
Q1 		$2.74M Buy
81,712
+51,137
+167% +$1.75M 0.16% 165
2022
Q4 		$1.02M Buy
30,575
+8,434
+38% +$280K 0.07% 278
2022
Q3 		$656K Buy
22,141
+2,904
+15% +$94.4K 0.05% 329
2022
Q2 		$608K Buy
+19,237
New +$640K 0.05% 350

Other funds holding DFUV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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
SC
Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
PWIA
Porter White Investment Advisors Birmingham, Alabama $161M AUM 13.97% 1-Year Est. Return
DEM
Disciplined Equity Management Neptune Beach, Florida $227M AUM 20.15% 1-Year Est. Return
Elser Financial Planning
Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Dynamic Advisor Solutions's DFUV Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.06% in Q3 2026, buying an estimated $9.39K and bringing the position to 287,152 shares worth $15.8M. The position accounts for 0.45% of the portfolio, ranked #48.

Dynamic Advisor Solutions first reported a position in DFUV in Q2 2022 and has held it in 18 quarters since. The position peaked at $16.9M in Q3 2025. 160 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

  • Dynamic Advisor Solutions held 287,152 shares of Dimensional US Marketwide Value ETF worth $15.8M as of Q3 2026.
  • Dynamic Advisor Solutions bought 167 Dimensional US Marketwide Value ETF shares in Q3 2026, an estimated $9.39K.
  • Dimensional US Marketwide Value ETF made up 0.45% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #48 holding.
  • Dynamic Advisor Solutions first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 18 quarters since.
  • Dynamic Advisor Solutions's Dimensional US Marketwide Value ETF position peaked at $16.9M in Q3 2025.
  • 160 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.