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Five Oceans Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Five Oceans Advisors’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 		$418K Sell
7,599
-399
-5% -$20.9K 0.13% 96
2026
Q1 		$388K Sell
7,998
-168
-2% -$8.24K 0.14% 87
2025
Q4 		$380K Buy
8,166
+233
+3% +$10.6K 0.13% 95
2025
Q3 		$355K Hold
7,933
– – 0.13% 95
2025
Q2 		$335K Buy
7,933
+2,437
+44% +$97.9K 0.14% 93
2025
Q1 		$226K Sell
5,496
-278
-5% -$11.7K 0.11% 146
2024
Q4 		$236K Hold
5,774
– – 0.11% 136
2024
Q3 		$241K Buy
5,774
+126
+2% +$5.09K 0.12% 157
2024
Q2 		$222K Sell
5,648
-186
-3% -$7.36K 0.12% 147
2024
Q1 		$239K Hold
5,834
– – 0.12% 157
2023
Q4 		$217K Sell
5,834
-112
-2% -$3.85K 0.12% 151
2023
Q3 		$202K Hold
5,946
– – 0.13% 138
2023
Q2 		$205K Sell
5,946
-10,366
-64% -$346K 0.13% 145
2023
Q1 		$546K Buy
16,312
+827
+5% +$28.3K 0.35% 64
2022
Q4 		$518K Buy
15,485
+102
+0.7% +$3.39K 0.36% 65
2022
Q3 		$455K Buy
15,383
+133
+0.9% +$4.33K 0.36% 61
2022
Q2 		$482K Buy
+15,250
New +$508K 0.36% 61

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

Five Oceans Advisors's DFUV Position: Q2 2026 in Review

Five Oceans Advisors reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 5% in Q2 2026, selling an estimated $20.9K and leaving 7,599 shares worth $418K. The position accounts for 0.13% of the portfolio, ranked #96.

Five Oceans Advisors first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. The position peaked at $546K in Q1 2023. 147 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Five Oceans Advisors held 7,599 shares of Dimensional US Marketwide Value ETF worth $418K as of Q2 2026.
  • Five Oceans Advisors sold 399 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $20.9K.
  • Dimensional US Marketwide Value ETF made up 0.13% of Five Oceans Advisors's portfolio in Q2 2026, its #96 holding.
  • Five Oceans Advisors first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
  • Five Oceans Advisors's Dimensional US Marketwide Value ETF position peaked at $546K in Q1 2023.
  • 147 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Five Oceans Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.