Fort Point Capital Partners’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Fort Point Capital 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	$1.39M	Buy	+25,180	New	+$1.32M	0.1%	90
2025 Q3	–	Sell	-23,400	Closed	-$989K	–	237
2025 Q2	$989K	Hold	23,400	–	–	0.07%	146
2025 Q1	$964K	Hold	23,400	–	–	0.11%	125
2024 Q4	$958K	Hold	23,400	–	–	0.1%	128
2024 Q3	$976K	Hold	23,400	–	–	0.12%	117
2024 Q2	$919K	Hold	23,400	–	–	0.12%	124
2024 Q1	$957K	Sell	23,400 -500	-2%	-$19.1K	0.13%	125
2023 Q4	$890K	Hold	23,900	–	–	0.13%	116
2023 Q3	$813K	Hold	23,900	–	–	0.12%	109
2023 Q2	$825K	Sell	23,900 -5,931	-20%	-$198K	0.12%	112
2023 Q1	$999K	Hold	29,831	–	–	0.15%	102
2022 Q4	$999K	Hold	29,831	–	–	0.16%	100
2022 Q3	$883K	Hold	29,831	–	–	0.15%	106
2022 Q2	$943K	Buy	+29,831	New	+$993K	0.15%	104

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 $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 Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Fort Point Capital Partners's DFUV Position: Q2 2026 in Review

Fort Point Capital Partners opened a new position in Dimensional US Marketwide Value ETF (DFUV) in Q2 2026: 25,180 shares worth $1.39M. The stake represents 0.1% of the portfolio and ranks #90 among its holdings. This is a return to the name: Fort Point Capital Partners previously reported a position in DFUV as recently as Q2 2025.

Fort Point Capital Partners first reported a position in DFUV in Q2 2022 and has held it in 14 quarters since. 802 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Fort Point Capital Partners held 25,180 shares of Dimensional US Marketwide Value ETF worth $1.39M as of Q2 2026.
Dimensional US Marketwide Value ETF was a new Fort Point Capital Partners position in Q2 2026.
Dimensional US Marketwide Value ETF made up 0.1% of Fort Point Capital Partners's portfolio in Q2 2026, its #90 holding.
Fort Point Capital Partners first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 14 quarters since.
802 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Fort Point Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.