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Pathfinder Wealth Consulting’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Pathfinder Wealth Consulting’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 		– Sell
-13,272
Closed -$643K – 32
2026
Q1 		$643K Sell
13,272
-391
-3% -$19.2K 0.42% 58
2025
Q4 		$637K Buy
+13,663
New +$620K 0.4% 56

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

Pathfinder Wealth Consulting's DFUV Position: Q2 2026 in Review

Pathfinder Wealth Consulting sold out of Dimensional US Marketwide Value ETF (DFUV) in Q2 2026, closing a stake of 13,272 shares — an estimated $643K sold.

Pathfinder Wealth Consulting first reported a position in DFUV in Q4 2025 and held it in 2 quarters. The position peaked at $643K in Q1 2026. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Pathfinder Wealth Consulting reported no remaining Dimensional US Marketwide Value ETF position as of Q2 2026 after selling out during the quarter.
  • Pathfinder Wealth Consulting sold 13,272 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $643K.
  • Pathfinder Wealth Consulting first reported a position in Dimensional US Marketwide Value ETF in Q4 2025 and held it in 2 quarters.
  • Pathfinder Wealth Consulting's Dimensional US Marketwide Value ETF position peaked at $643K in Q1 2026.
  • 797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Pathfinder Wealth Consulting's 13F filing for Q2 2026.