DAS
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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
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

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

Dynamic Advisor Solutions's DFUV Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 1.9% in Q2 2026, selling an estimated $298K and leaving 286,985 shares worth $15.8M. The position accounts for 0.45% of the portfolio, ranked #49.

Dynamic Advisor Solutions first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. The position peaked at $16.9M in Q3 2025. 799 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Dynamic Advisor Solutions held 286,985 shares of Dimensional US Marketwide Value ETF worth $15.8M as of Q2 2026.
  • Dynamic Advisor Solutions sold 5,676 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $298K.
  • Dimensional US Marketwide Value ETF made up 0.45% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #49 holding.
  • Dynamic Advisor Solutions first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
  • Dynamic Advisor Solutions's Dimensional US Marketwide Value ETF position peaked at $16.9M in Q3 2025.
  • 799 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.