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Kestra Private Wealth Services’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Kestra Private Wealth Services’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 		$209K Buy
+3,804
New +$200K ﹤0.01% 1683
2025
Q1 		– Sell
-5,617
Closed -$230K – 1522
2024
Q4 		$230K Sell
5,617
-18,857
-77% -$800K ﹤0.01% 1255
2024
Q3 		$1.02M Buy
+24,474
New +$989K 0.02% 610

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 $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
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Kestra Private Wealth Services's DFUV Position: Q2 2026 in Review

Kestra Private Wealth Services opened a new position in Dimensional US Marketwide Value ETF (DFUV) in Q2 2026: 3,804 shares worth $209K. The stake represents ﹤0.01% of the portfolio and ranks #1683 among its holdings. This is a return to the name: Kestra Private Wealth Services previously reported a position in DFUV as recently as Q4 2024.

Kestra Private Wealth Services first reported a position in DFUV in Q3 2024 and has held it in 3 quarters since. The position peaked at $1.02M in Q3 2024. 803 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Kestra Private Wealth Services held 3,804 shares of Dimensional US Marketwide Value ETF worth $209K as of Q2 2026.
  • Dimensional US Marketwide Value ETF was a new Kestra Private Wealth Services position in Q2 2026.
  • Dimensional US Marketwide Value ETF made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1683 holding.
  • Kestra Private Wealth Services first reported a position in Dimensional US Marketwide Value ETF in Q3 2024 and has held it in 3 quarters since.
  • Kestra Private Wealth Services's Dimensional US Marketwide Value ETF position peaked at $1.02M in Q3 2024.
  • 803 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.