Level Four Advisory Services’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$326K Buy
5,931
+18
+0.3% +$945 0.01% 737
2026
Q1
$287K Sell
5,913
-2,633
-31% -$129K 0.01% 729
2025
Q4
$398K Buy
8,546
+19
+0.2% +$862 0.01% 619
2025
Q3
$381K Buy
8,527
+23
+0.3% +$1K 0.01% 623
2025
Q2
$360K Buy
8,504
+26
+0.3% +$1.04K 0.01% 608
2025
Q1
$349K Sell
8,478
-932
-10% -$39.1K 0.01% 586
2024
Q4
$385K Buy
9,410
+22
+0.2% +$934 0.02% 555
2024
Q3
$388K Buy
9,388
+976
+12% +$39.4K 0.02% 568
2024
Q2
$330K Buy
+8,412
New +$333K 0.01% 586

Other funds holding DFUV

Level Four Advisory Services's DFUV Position: Q2 2026 in Review

Level Four Advisory Services increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.3% in Q2 2026, buying an estimated $945 and bringing the position to 5,931 shares worth $326K. The position accounts for 0.01% of the portfolio, ranked #737.

Level Four Advisory Services first reported a position in DFUV in Q2 2024 and has held it in 9 quarters since. The position peaked at $398K in Q4 2025. 800 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Level Four Advisory Services held 5,931 shares of Dimensional US Marketwide Value ETF worth $326K as of Q2 2026.
  • Level Four Advisory Services bought 18 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $945.
  • Dimensional US Marketwide Value ETF made up 0.01% of Level Four Advisory Services's portfolio in Q2 2026, its #737 holding.
  • Level Four Advisory Services first reported a position in Dimensional US Marketwide Value ETF in Q2 2024 and has held it in 9 quarters since.
  • Level Four Advisory Services's Dimensional US Marketwide Value ETF position peaked at $398K in Q4 2025.
  • 800 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.