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

NorthRock 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	$995K	Hold	18,092	–	–	0.01%	307
2026 Q1	$877K	Hold	18,092	–	–	0.01%	324
2025 Q4	$843K	Buy	18,092 +4,230	+31%	+$192K	0.01%	300
2025 Q3	$619K	Buy	13,862 +2,577	+23%	+$112K	0.01%	472
2025 Q2	$477K	Hold	11,285	–	–	0.01%	411
2025 Q1	$465K	Hold	11,285	–	–	0.02%	365
2024 Q4	$462K	Hold	11,285	–	–	0.02%	376
2024 Q3	$470K	Hold	11,285	–	–	0.02%	382
2024 Q2	$443K	Hold	11,285	–	–	0.02%	368
2024 Q1	$462K	Sell	11,285 -214	-2%	-$8.18K	0.02%	376
2023 Q4	$428K	Buy	+11,499	New	+$396K	0.02%	363

Other funds holding DFUV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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 Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

NorthRock Partners's DFUV Position: Q2 2026 in Review

NorthRock Partners held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 18,092 shares worth $995K. The position accounts for 0.01% of the portfolio, ranked #307.

NorthRock Partners first reported a position in DFUV in Q4 2023 and has held it in 11 quarters since. 802 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

NorthRock Partners held 18,092 shares of Dimensional US Marketwide Value ETF worth $995K as of Q2 2026.
NorthRock Partners left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
Dimensional US Marketwide Value ETF made up 0.01% of NorthRock Partners's portfolio in Q2 2026, its #307 holding.
NorthRock Partners first reported a position in Dimensional US Marketwide Value ETF in Q4 2023 and has held it in 11 quarters since.
802 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.