PAS
DFUV icon

Park Avenue Securities’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Park Avenue Securities’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 		$865K Hold
15,731
– – 0.01% 1027
2026
Q1 		$762K Hold
15,731
– – 0.01% 932
2025
Q4 		$733K Hold
15,731
– – 0.01% 936
2025
Q3 		$703K Hold
15,731
– – 0.01% 1027
2025
Q2 		$665K Sell
15,731
-118
-0.7% -$4.74K 0.01% 937
2025
Q1 		$653K Sell
15,849
-25
-0.2% -$1.05K 0.01% 756
2024
Q4 		$650K Buy
15,874
+143
+0.9% +$6.07K 0.01% 957
2024
Q3 		$656K Hold
15,731
– – 0.01% 869
2024
Q2 		$618K Hold
15,731
– – 0.01% 869
2024
Q1 		$643K Sell
15,731
-8
-0.1% -$306 0.01% 851
2023
Q4 		$586K Hold
15,739
– – 0.01% 847
2023
Q3 		$535K Sell
15,739
-15
-0.1% -$525 0.01% 811
2023
Q2 		$544K Sell
15,754
-75
-0.5% -$2.51K 0.01% 618
2023
Q1 		$530K Sell
15,829
-62
-0.4% -$2.12K 0.01% 594
2022
Q4 		$532K Buy
+15,891
New +$528K 0.01% 754

Other funds holding DFUV

TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TCOTS
Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Park Avenue Securities's DFUV Position: Q2 2026 in Review

Park Avenue Securities held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 15,731 shares worth $865K. The position accounts for 0.01% of the portfolio, ranked #1027.

Park Avenue Securities first reported a position in DFUV in Q4 2022 and has held it in 15 quarters since. 380 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Park Avenue Securities held 15,731 shares of Dimensional US Marketwide Value ETF worth $865K as of Q2 2026.
  • Park Avenue Securities left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
  • Dimensional US Marketwide Value ETF made up 0.01% of Park Avenue Securities's portfolio in Q2 2026, its #1027 holding.
  • Park Avenue Securities first reported a position in Dimensional US Marketwide Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 380 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Park Avenue Securities's 13F filing for Q2 2026, filed 20 Jul 2026.