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New England Private Wealth Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

New England Private Wealth Advisors’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 		$1.48M Buy
26,738
+82
+0.3% +$4.31K 0.14% 98
2026
Q1 		$1.29M Buy
26,656
+88
+0.3% +$4.32K 0.15% 93
2025
Q4 		$1.24M Buy
26,568
+85
+0.3% +$3.85K 0.15% 93
2025
Q3 		$1.18M Buy
26,483
+107
+0.4% +$4.66K 0.16% 92
2025
Q2 		$1.13M Buy
26,376
+112
+0.4% +$4.5K 0.17% 83
2025
Q1 		$1.08M Buy
26,264
+96
+0.4% +$4.03K 0.17% 79
2024
Q4 		$1.07M Buy
26,168
+103
+0.4% +$4.37K 0.17% 82
2024
Q3 		$1.09M Buy
26,065
+101
+0.4% +$4.08K 0.18% 79
2024
Q2 		$1.02M Buy
+25,964
New +$1.03M 0.18% 78

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 $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 28.19% 1-Year Est. Return

New England Private Wealth Advisors's DFUV Position: Q2 2026 in Review

New England Private Wealth Advisors increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.31% in Q2 2026, buying an estimated $4.31K and bringing the position to 26,738 shares worth $1.48M. The position accounts for 0.14% of the portfolio, ranked #98.

New England Private Wealth Advisors first reported a position in DFUV in Q2 2024 and has held it in 9 quarters since. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • New England Private Wealth Advisors held 26,738 shares of Dimensional US Marketwide Value ETF worth $1.48M as of Q2 2026.
  • New England Private Wealth Advisors bought 82 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $4.31K.
  • Dimensional US Marketwide Value ETF made up 0.14% of New England Private Wealth Advisors's portfolio in Q2 2026, its #98 holding.
  • New England Private Wealth Advisors first reported a position in Dimensional US Marketwide Value ETF in Q2 2024 and has held it in 9 quarters since.
  • 797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on New England Private Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.