Pasadena Private Wealth’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Pasadena Private Wealth’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	$421K	Hold	7,653	–	–	0.05%	161
2026 Q1	$371K	Hold	7,653	–	–	0.05%	156
2025 Q4	$357K	Hold	7,653	–	–	0.05%	164
2025 Q3	$342K	Hold	7,653	–	–	0.05%	151
2025 Q2	$324K	Hold	7,653	–	–	0.06%	144
2025 Q1	$315K	Hold	7,653	–	–	0.06%	140
2024 Q4	$313K	Hold	7,653	–	–	0.06%	123
2024 Q3	$319K	Hold	7,653	–	–	0.07%	112
2024 Q2	$301K	Hold	7,653	–	–	0.07%	109
2024 Q1	$313K	Hold	7,653	–	–	0.07%	102
2023 Q4	$285K	Hold	7,653	–	–	0.07%	114
2023 Q3	$260K	Hold	7,653	–	–	0.08%	76
2023 Q2	$264K	Hold	7,653	–	–	0.07%	84
2023 Q1	$256K	Buy	7,653 +35	+0.5%	+$1.2K	0.07%	78
2022 Q4	$255K	Buy	7,618 +31	+0.4%	+$1.03K	0.08%	79
2022 Q3	$225K	Buy	7,587 +39	+0.5%	+$1.27K	0.08%	73
2022 Q2	$239K	Buy	+7,548	New	+$251K	0.08%	68

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 $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 Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return

Pasadena Private Wealth's DFUV Position: Q2 2026 in Review

Pasadena Private Wealth held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 7,653 shares worth $421K. The position accounts for 0.05% of the portfolio, ranked #161.

Pasadena Private Wealth first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Pasadena Private Wealth held 7,653 shares of Dimensional US Marketwide Value ETF worth $421K as of Q2 2026.
Pasadena Private Wealth left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
Dimensional US Marketwide Value ETF made up 0.05% of Pasadena Private Wealth's portfolio in Q2 2026, its #161 holding.
Pasadena Private Wealth first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Pasadena Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.