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Kings Path Partners’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Kings Path 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 		$111K Hold
2,013
– – 0.03% 143
2026
Q1 		$97.5K Sell
2,013
-1
-0% -$49 0.03% 136
2025
Q4 		$93.8K Sell
2,014
-103
-5% -$4.67K 0.03% 133
2025
Q3 		$94.6K Hold
2,117
– – 0.03% 130
2025
Q2 		$89.5K Buy
2,117
+2,016
+1,996% +$81K 0.04% 127
2025
Q1 		$4.16K Hold
101
– – ﹤0.01% 228
2024
Q4 		$4.13K Hold
101
– – ﹤0.01% 257
2024
Q3 		$4.21K Hold
101
– – ﹤0.01% 267
2024
Q2 		$3.97K Buy
+101
New +$4K ﹤0.01% 247

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

Kings Path Partners's DFUV Position: Q2 2026 in Review

Kings Path Partners held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 2,013 shares worth $111K. The position accounts for 0.03% of the portfolio, ranked #143.

Kings Path Partners first reported a position in DFUV in Q2 2024 and has held it in 9 quarters since. 800 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Kings Path Partners held 2,013 shares of Dimensional US Marketwide Value ETF worth $111K as of Q2 2026.
  • Kings Path Partners left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
  • Dimensional US Marketwide Value ETF made up 0.03% of Kings Path Partners's portfolio in Q2 2026, its #143 holding.
  • Kings Path Partners first reported a position in Dimensional US Marketwide Value ETF in Q2 2024 and has held it in 9 quarters since.
  • 800 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Kings Path Partners's 13F filing for Q2 2026, filed 14 Jul 2026.