Janney Montgomery Scott
DFUV icon

Janney Montgomery Scott’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Janney Montgomery Scott’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
Q3 		$1.06M Sell
19,214
-3,106
-14% -$175K ﹤0.01% 1867
2026
Q2 		$1.23M Sell
22,320
-1,465
-6% -$76.9K ﹤0.01% 1791
2026
Q1 		$1.15M Buy
23,785
+4,716
+25% +$231K ﹤0.01% 1569
2025
Q4 		$888K Sell
19,069
-149
-0.8% -$6.76K ﹤0.01% 1804
2025
Q3 		$859K Hold
19,218
– – ﹤0.01% 1798
2025
Q2 		$813K Buy
19,218
+856
+5% +$34.4K ﹤0.01% 1719
2025
Q1 		$757K Buy
18,362
+3,733
+26% +$157K ﹤0.01% 1721
2024
Q4 		$599K Buy
14,629
+2,699
+23% +$115K ﹤0.01% 1879
2024
Q3 		$497K Buy
11,930
+1,442
+14% +$58.3K ﹤0.01% 1974
2024
Q2 		$412K Buy
10,488
+1,497
+17% +$59.2K ﹤0.01% 2020
2024
Q1 		$368K Hold
8,991
– – ﹤0.01% 2200
2023
Q4 		$335K Sell
8,991
-2,850
-24% -$98.1K ﹤0.01% 2149
2023
Q3 		$403K Hold
11,841
– – ﹤0.01% 1937
2023
Q2 		$409K Hold
11,841
– – ﹤0.01% 2018
2023
Q1 		$396K Hold
11,841
– – ﹤0.01% 1870
2022
Q4 		$396K Sell
11,841
-2,986
-20% -$99.2K ﹤0.01% 1926
2022
Q3 		$439K Buy
14,827
+1,743
+13% +$56.7K ﹤0.01% 1779
2022
Q2 		$416K Buy
+13,084
New +$435K ﹤0.01% 1706

Other funds holding DFUV

Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Index Fund Advisors
Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Janney Montgomery Scott's DFUV Position: Q3 2026 in Review

Janney Montgomery Scott reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 14% in Q3 2026, selling an estimated $175K and leaving 19,214 shares worth $1.06M. The position accounts for ﹤0.01% of the portfolio, ranked #1867.

Janney Montgomery Scott first reported a position in DFUV in Q2 2022 and has held it in 18 quarters since. The position peaked at $1.23M in Q2 2026. 729 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

  • Janney Montgomery Scott held 19,214 shares of Dimensional US Marketwide Value ETF worth $1.06M as of Q3 2026.
  • Janney Montgomery Scott sold 3,106 Dimensional US Marketwide Value ETF shares in Q3 2026, an estimated $175K.
  • Dimensional US Marketwide Value ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q3 2026, its #1867 holding.
  • Janney Montgomery Scott first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 18 quarters since.
  • Janney Montgomery Scott's Dimensional US Marketwide Value ETF position peaked at $1.23M in Q2 2026.
  • 729 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

Based on Janney Montgomery Scott's 13F filing for Q3 2026, filed 12 Nov 2026.