HCM
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Hollencrest Capital Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Hollencrest Capital Management’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 		$624K Hold
11,339
– – 0.04% 194
2026
Q1 		$549K Hold
11,339
– – 0.02% 212
2025
Q4 		$528K Hold
11,339
– – 0.02% 212
2025
Q3 		$507K Hold
11,339
– – 0.02% 218
2025
Q2 		$479K Hold
11,339
– – 0.02% 195
2025
Q1 		$467K Hold
11,339
– – 0.02% 198
2024
Q4 		$464K Hold
11,339
– – 0.02% 207
2024
Q3 		$473K Hold
11,339
– – 0.02% 212
2024
Q2 		$445K Hold
11,339
– – 0.02% 208
2024
Q1 		$464K Hold
11,339
– – 0.02% 202
2023
Q4 		$422K Hold
11,339
– – 0.04% 213
2023
Q3 		$386K Hold
11,339
– – 0.04% 198
2023
Q2 		$391K Hold
11,339
– – 0.04% 203
2023
Q1 		$380K Hold
11,339
– – 0.04% 207
2022
Q4 		$380K Hold
11,339
– – 0.05% 183
2022
Q3 		$336K Buy
+11,339
New +$369K 0.04% 184

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
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 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 $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
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return

Hollencrest Capital Management's DFUV Position: Q2 2026 in Review

Hollencrest Capital Management held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 11,339 shares worth $624K. The position accounts for 0.04% of the portfolio, ranked #194.

Hollencrest Capital Management first reported a position in DFUV in Q3 2022 and has held it in 16 quarters since. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Hollencrest Capital Management held 11,339 shares of Dimensional US Marketwide Value ETF worth $624K as of Q2 2026.
  • Hollencrest Capital Management left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
  • Dimensional US Marketwide Value ETF made up 0.04% of Hollencrest Capital Management's portfolio in Q2 2026, its #194 holding.
  • Hollencrest Capital Management first reported a position in Dimensional US Marketwide Value ETF in Q3 2022 and has held it in 16 quarters since.
  • 797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Hollencrest Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.