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Pacific Asset Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Pacific Asset Management’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 		$4.77M Sell
86,756
-386
-0.4% -$20.3K 2.34% 11
2026
Q1 		$4.22M Sell
87,142
-2,451
-3% -$120K 2.36% 11
2025
Q4 		$4.17M Sell
89,593
-2,509
-3% -$114K 2.51% 11
2025
Q3 		$4.12M Buy
92,102
+89
+0.1% +$3.88K 2.8% 9
2025
Q2 		$3.89M Sell
92,013
-5,470
-6% -$220K 3.13% 8
2025
Q1 		$4.02M Sell
97,483
-205
-0.2% -$8.61K 3.6% 7
2024
Q4 		$4M Buy
+97,688
New +$4.15M 3.76% 7

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

Pacific Asset Management's DFUV Position: Q2 2026 in Review

Pacific Asset Management reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 0.44% in Q2 2026, selling an estimated $20.3K and leaving 86,756 shares worth $4.77M. The position accounts for 2.34% of the portfolio, ranked #11.

Pacific Asset Management first reported a position in DFUV in Q4 2024 and has held it in 7 quarters since. 800 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Pacific Asset Management held 86,756 shares of Dimensional US Marketwide Value ETF worth $4.77M as of Q2 2026.
  • Pacific Asset Management sold 386 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $20.3K.
  • Dimensional US Marketwide Value ETF made up 2.34% of Pacific Asset Management's portfolio in Q2 2026, its #11 holding.
  • Pacific Asset Management first reported a position in Dimensional US Marketwide Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 800 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Pacific Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.