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Evergreen Capital Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Evergreen Capital 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 		$375K Hold
6,809
– – 0.01% 1076
2026
Q1 		$330K Hold
6,809
– – 0.01% 1054
2025
Q4 		$317K Hold
6,809
– – 0.01% 998
2025
Q3 		$304K Hold
6,809
– – 0.01% 962
2025
Q2 		$288K Hold
6,809
– – 0.01% 831
2025
Q1 		$281K Hold
6,809
– – 0.01% 789
2024
Q4 		$279K Buy
+6,809
New +$289K 0.01% 777

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

Evergreen Capital Management's DFUV Position: Q2 2026 in Review

Evergreen Capital Management held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 6,809 shares worth $375K. The position accounts for 0.01% of the portfolio, ranked #1076.

Evergreen Capital Management first reported a position in DFUV in Q4 2024 and has held it in 7 quarters since. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Evergreen Capital Management held 6,809 shares of Dimensional US Marketwide Value ETF worth $375K as of Q2 2026.
  • Evergreen Capital Management left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
  • Dimensional US Marketwide Value ETF made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1076 holding.
  • Evergreen Capital Management first reported a position in Dimensional US Marketwide Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.