Guardian Wealth Advisors (North Carolina)’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	–	Sell	-2,487	Closed	-$121K	–	414
2026 Q1	$121K	Buy	+2,487	New	+$122K	0.01%	383
2025 Q3	–	Sell	-2,487	Closed	-$105K	–	382
2025 Q2	$105K	Hold	2,487	–	–	0.01%	361
2025 Q1	$102K	Hold	2,487	–	–	0.01%	347
2024 Q4	$102K	Hold	2,487	–	–	0.01%	338
2024 Q3	$104K	Hold	2,487	–	–	0.01%	282
2024 Q2	$97.7K	Hold	2,487	–	–	0.01%	274
2024 Q1	$102K	Hold	2,487	–	–	0.01%	286
2023 Q4	$92.6K	Hold	2,487	–	–	0.01%	270
2023 Q3	$84.6K	Hold	2,487	–	–	0.01%	266
2023 Q2	$85.8K	Hold	2,487	–	–	0.01%	256
2023 Q1	$83.3K	Hold	2,487	–	–	0.01%	242
2022 Q4	$83.3K	Hold	2,487	–	–	0.02%	228
2022 Q3	$74K	Hold	2,487	–	–	0.01%	221
2022 Q2	$79K	Buy	+2,487	New	+$82.8K	0.01%	213

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

Guardian Wealth Advisors (North Carolina)'s DFUV Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of Dimensional US Marketwide Value ETF (DFUV) in Q2 2026, closing a stake of 2,487 shares — an estimated $121K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in DFUV in Q2 2022 and held it in 14 quarters. The position peaked at $121K in Q1 2026. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining Dimensional US Marketwide Value ETF position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 2,487 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $121K.
Guardian Wealth Advisors (North Carolina) first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and held it in 14 quarters.
Guardian Wealth Advisors (North Carolina)'s Dimensional US Marketwide Value ETF position peaked at $121K in Q1 2026.
797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.