DAS
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
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

EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TCOTS
Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return
KAM
KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return