Fortis Capital Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Fortis Capital 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	$803K	Hold	14,594	–	–	0.09%	188
2026 Q1	$707K	Hold	14,594	–	–	0.09%	188
2025 Q4	$680K	Hold	14,594	–	–	0.1%	174
2025 Q3	$652K	Hold	14,594	–	–	0.1%	158
2025 Q2	$617K	Hold	14,594	–	–	0.11%	142
2025 Q1	$601K	Hold	14,594	–	–	0.12%	141
2024 Q4	$608K	Hold	14,594	–	–	0.21%	97
2024 Q3	$608K	Hold	14,594	–	–	0.2%	93
2024 Q2	$573K	Buy	+14,594	New	+$577K	0.21%	90

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

Fortis Capital Advisors's DFUV Position: Q2 2026 in Review

Fortis Capital Advisors held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 14,594 shares worth $803K. The position accounts for 0.09% of the portfolio, ranked #188.

Fortis Capital Advisors first reported a position in DFUV in Q2 2024 and has held it in 9 quarters since. 798 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Fortis Capital Advisors held 14,594 shares of Dimensional US Marketwide Value ETF worth $803K as of Q2 2026.
Fortis Capital Advisors left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
Dimensional US Marketwide Value ETF made up 0.09% of Fortis Capital Advisors's portfolio in Q2 2026, its #188 holding.
Fortis Capital Advisors first reported a position in Dimensional US Marketwide Value ETF in Q2 2024 and has held it in 9 quarters since.
798 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.