Flagship Wealth Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Flagship Wealth 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	$9.08K	Buy	+165	New	+$8.66K	﹤0.01%	403

Other funds holding DFUV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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 Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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 Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return

Flagship Wealth Advisors's DFUV Position: Q2 2026 in Review

Flagship Wealth Advisors opened a new position in Dimensional US Marketwide Value ETF (DFUV) in Q2 2026: 165 shares worth $9.08K. The stake represents ﹤0.01% of the portfolio and ranks #403 among its holdings.

797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Flagship Wealth Advisors held 165 shares of Dimensional US Marketwide Value ETF worth $9.08K as of Q2 2026.
Dimensional US Marketwide Value ETF was a new Flagship Wealth Advisors position in Q2 2026.
Dimensional US Marketwide Value ETF made up ﹤0.01% of Flagship Wealth Advisors's portfolio in Q2 2026, its #403 holding.
797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.