Peirce Capital Management
DFUV icon

Peirce Capital Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Peirce Capital 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
Q3 		$9.6M Sell
174,341
-4,254
-2% -$239K 3.52% 10
2026
Q2 		$9.8M Sell
178,595
-15,959
-8% -$838K 3.6% 10
2026
Q1 		$9.43M Sell
194,554
-2,214
-1% -$109K 3.69% 9
2025
Q4 		$9.17M Buy
196,768
+1,133
+0.6% +$51.4K 3.65% 9
2025
Q3 		$8.74M Buy
195,635
+9,082
+5% +$396K 3.63% 9
2025
Q2 		$7.89M Buy
186,553
+1,227
+0.7% +$49.3K 3.5% 10
2025
Q1 		$7.64M Sell
185,326
-3,050
-2% -$128K 3.78% 10
2024
Q4 		$7.71M Sell
188,376
-8,751
-4% -$371K 3.95% 10
2024
Q3 		$8.22M Sell
197,127
-133
-0.1% -$5.38K 4.13% 11
2024
Q2 		$7.75M Buy
197,260
+15,681
+9% +$620K 4.1% 10
2024
Q1 		$7.43M Buy
181,579
+1,609
+0.9% +$61.5K 4.08% 10
2023
Q4 		$6.7M Buy
+179,970
New +$6.19M 4.04% 9

Other funds holding DFUV

Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Index Fund Advisors
Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Peirce Capital Management's DFUV Position: Q3 2026 in Review

Peirce Capital Management reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 2.4% in Q3 2026, selling an estimated $239K and leaving 174,341 shares worth $9.6M. The position accounts for 3.52% of the portfolio, ranked #10.

Peirce Capital Management first reported a position in DFUV in Q4 2023 and has held it in 12 quarters since. The position peaked at $9.8M in Q2 2026. 729 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

  • Peirce Capital Management held 174,341 shares of Dimensional US Marketwide Value ETF worth $9.6M as of Q3 2026.
  • Peirce Capital Management sold 4,254 Dimensional US Marketwide Value ETF shares in Q3 2026, an estimated $239K.
  • Dimensional US Marketwide Value ETF made up 3.52% of Peirce Capital Management's portfolio in Q3 2026, its #10 holding.
  • Peirce Capital Management first reported a position in Dimensional US Marketwide Value ETF in Q4 2023 and has held it in 12 quarters since.
  • Peirce Capital Management's Dimensional US Marketwide Value ETF position peaked at $9.8M in Q2 2026.
  • 729 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

Based on Peirce Capital Management's 13F filing for Q3 2026, filed 19 Oct 2026.