Foster Dykema Cabot & Partners’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Foster Dykema Cabot & 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	$134K	Hold	2,429	–	–	0.01%	137
2026 Q1	$118K	Hold	2,429	–	–	0.01%	141
2025 Q4	$113K	Sell	2,429 -111	-4%	-$5.04K	0.01%	152
2025 Q3	$114K	Hold	2,540	–	–	0.01%	163
2025 Q2	$107K	Sell	2,540 -2,467	-49%	-$99.1K	0.01%	161
2025 Q1	$206K	Hold	5,007	–	–	0.02%	117
2024 Q4	$205K	Hold	5,007	–	–	0.02%	125
2024 Q3	$209K	Hold	5,007	–	–	0.02%	123
2024 Q2	$197K	Hold	5,007	–	–	0.02%	100
2024 Q1	$205K	Buy	5,007 +2,429	+94%	+$92.8K	0.02%	102
2023 Q4	$96K	Buy	+2,578	New	+$88.7K	0.01%	133

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

Foster Dykema Cabot & Partners's DFUV Position: Q2 2026 in Review

Foster Dykema Cabot & Partners held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 2,429 shares worth $134K. The position accounts for 0.01% of the portfolio, ranked #137.

Foster Dykema Cabot & Partners first reported a position in DFUV in Q4 2023 and has held it in 11 quarters since. The position peaked at $209K in Q3 2024. 800 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Foster Dykema Cabot & Partners held 2,429 shares of Dimensional US Marketwide Value ETF worth $134K as of Q2 2026.
Foster Dykema Cabot & Partners left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
Dimensional US Marketwide Value ETF made up 0.01% of Foster Dykema Cabot & Partners's portfolio in Q2 2026, its #137 holding.
Foster Dykema Cabot & Partners first reported a position in Dimensional US Marketwide Value ETF in Q4 2023 and has held it in 11 quarters since.
Foster Dykema Cabot & Partners's Dimensional US Marketwide Value ETF position peaked at $209K in Q3 2024.
800 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Foster Dykema Cabot & Partners's 13F filing for Q2 2026, filed 11 Aug 2026.