FWP
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FAS Wealth Partners’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

FAS Wealth Partners’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 		$2M Buy
36,308
+119
+0.3% +$6.25K 0.1% 142
2026
Q1 		$1.75M Sell
36,189
-4,988
-12% -$245K 0.11% 140
2025
Q4 		$1.92M Buy
41,177
+6,059
+17% +$275K 0.12% 130
2025
Q3 		$1.57M Buy
35,118
+147
+0.4% +$6.4K 0.11% 136
2025
Q2 		$1.48M Buy
34,971
+156
+0.4% +$6.26K 0.11% 133
2025
Q1 		$1.43M Buy
34,815
+6,148
+21% +$258K 0.12% 127
2024
Q4 		$1.17M Buy
28,667
+113
+0.4% +$4.8K 0.1% 136
2024
Q3 		$1.19M Buy
28,554
+115
+0.4% +$4.65K 0.09% 138
2024
Q2 		$1.12M Sell
28,439
-628
-2% -$24.8K 0.1% 138
2024
Q1 		$1.19M Buy
29,067
+843
+3% +$32.2K 0.11% 135
2023
Q4 		$1.05M Buy
28,224
+1,830
+7% +$63K 0.1% 140
2023
Q3 		$898K Buy
26,394
+134
+0.5% +$4.69K 0.1% 143
2023
Q2 		$906K Buy
26,260
+133
+0.5% +$4.44K 0.11% 132
2023
Q1 		$875K Buy
26,127
+119
+0.5% +$4.07K 0.09% 155
2022
Q4 		$871K Buy
26,008
+106
+0.4% +$3.52K 0.1% 158
2022
Q3 		$767K Buy
25,902
+134
+0.5% +$4.36K 0.09% 153
2022
Q2 		$814K Buy
+25,768
New +$858K 0.09% 148

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

FAS Wealth Partners's DFUV Position: Q2 2026 in Review

FAS Wealth Partners increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.33% in Q2 2026, buying an estimated $6.25K and bringing the position to 36,308 shares worth $2M. The position accounts for 0.1% of the portfolio, ranked #142.

FAS Wealth Partners first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. 802 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • FAS Wealth Partners held 36,308 shares of Dimensional US Marketwide Value ETF worth $2M as of Q2 2026.
  • FAS Wealth Partners bought 119 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $6.25K.
  • Dimensional US Marketwide Value ETF made up 0.1% of FAS Wealth Partners's portfolio in Q2 2026, its #142 holding.
  • FAS Wealth Partners first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
  • 802 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on FAS Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.