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Focus Partners Advisor Solutions’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Focus Partners 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 		$275M Buy
4,999,844
+49,879
+1% +$2.62M 2.33% 12
2026
Q1 		$240M Buy
4,949,965
+313,543
+7% +$15.4M 2.42% 12
2025
Q4 		$216M Buy
4,636,422
+857,772
+23% +$38.9M 2.65% 9
2025
Q3 		$169M Sell
3,778,650
-759,525
-17% -$33.1M 1.92% 14
2025
Q2 		$192M Sell
4,538,175
-116,420
-3% -$4.68M 2.56% 9
2025
Q1 		$192M Buy
4,654,595
+98,320
+2% +$4.13M 2.92% 9
2024
Q4 		$186M Buy
4,556,275
+1,088,104
+31% +$46.2M 3.15% 8
2024
Q3 		$145M Sell
3,468,171
-18,303
-0.5% -$740K 3.04% 9
2024
Q2 		$137M Buy
3,486,474
+40,348
+1% +$1.6M 3.59% 8
2024
Q1 		$141M Buy
3,446,126
+1,849,345
+116% +$70.6M 4.07% 6
2023
Q4 		$59.4M Sell
1,596,781
-546,143
-25% -$18.8M 2.85% 9
2023
Q3 		$72.9M Buy
2,142,924
+394,530
+23% +$13.8M 3.53% 8
2023
Q2 		$60.3M Buy
1,748,394
+59,420
+4% +$1.99M 3.36% 8
2023
Q1 		$56.5M Buy
1,688,974
+280,434
+20% +$9.6M 3.65% 7
2022
Q4 		$47.2M Sell
1,408,540
-1,672,017
-54% -$55.6M 3.65% 6
2022
Q3 		$91.2M Buy
3,080,557
+1,556,369
+102% +$50.6M 5.38% 4
2022
Q2 		$48.2M Buy
+1,524,188
New +$50.7M 4.06% 6

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
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
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Focus Partners Advisor Solutions's DFUV Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its Dimensional US Marketwide Value ETF (DFUV) stake by 1% in Q2 2026, buying an estimated $2.62M and bringing the position to 4,999,844 shares worth $275M. The position accounts for 2.33% of the portfolio, ranked #12.

Focus Partners Advisor Solutions first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. 798 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Focus Partners Advisor Solutions held 4,999,844 shares of Dimensional US Marketwide Value ETF worth $275M as of Q2 2026.
  • Focus Partners Advisor Solutions bought 49,879 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $2.62M.
  • Dimensional US Marketwide Value ETF made up 2.33% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #12 holding.
  • Focus Partners Advisor Solutions first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
  • 798 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.