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Leeward Financial Partners’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Leeward Financial 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 		$422K Hold
7,670
– – 0.11% 78
2026
Q1 		$372K Hold
7,670
– – 0.11% 74
2025
Q4 		$357K Hold
7,670
– – 0.1% 77
2025
Q3 		$343K Sell
7,670
-760
-9% -$33.1K 0.1% 81
2025
Q2 		$356K Buy
8,430
+1,625
+24% +$65.3K 0.11% 71
2025
Q1 		$280K Hold
6,805
– – 0.1% 70
2024
Q4 		$278K Hold
6,805
– – 0.1% 74
2024
Q3 		$284K Hold
6,805
– – 0.11% 75
2024
Q2 		$267K Hold
6,805
– – 0.11% 74
2024
Q1 		$278K Hold
6,805
– – 0.12% 76
2023
Q4 		$253K Buy
+6,805
New +$234K 0.12% 76

Other funds holding DFUV

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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 27.94% 1-Year Est. Return

Leeward Financial Partners's DFUV Position: Q2 2026 in Review

Leeward Financial Partners held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 7,670 shares worth $422K. The position accounts for 0.11% of the portfolio, ranked #78.

Leeward Financial Partners first reported a position in DFUV in Q4 2023 and has held it in 11 quarters since. 794 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Leeward Financial Partners held 7,670 shares of Dimensional US Marketwide Value ETF worth $422K as of Q2 2026.
  • Leeward Financial Partners left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
  • Dimensional US Marketwide Value ETF made up 0.11% of Leeward Financial Partners's portfolio in Q2 2026, its #78 holding.
  • Leeward Financial Partners first reported a position in Dimensional US Marketwide Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 794 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Leeward Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.