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PFG Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

PFG Advisors’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 		$6.42M Buy
116,654
+183
+0.2% +$10.3K 0.33% 61
2026
Q2 		$6.41M Sell
116,471
-150
-0.1% -$7.88K 0.32% 65
2026
Q1 		$5.65M Buy
116,621
+7,233
+7% +$355K 0.28% 86
2025
Q4 		$5.1M Sell
109,388
-6,293
-5% -$285K 0.25% 90
2025
Q3 		$5.17M Buy
115,681
+15,537
+16% +$677K 0.21% 122
2025
Q2 		$4.23M Buy
100,144
+6,512
+7% +$262K 0.2% 114
2025
Q1 		$3.86M Buy
93,632
+6,440
+7% +$270K 0.22% 120
2024
Q4 		$3.57M Buy
87,192
+3,911
+5% +$166K 0.22% 108
2024
Q3 		$3.47M Buy
83,281
+5,189
+7% +$210K 0.22% 114
2024
Q2 		$3.07M Buy
78,092
+6,448
+9% +$255K 0.21% 124
2024
Q1 		$2.93M Buy
71,644
+3,721
+5% +$142K 0.21% 121
2023
Q4 		$2.53M Buy
67,923
+7,415
+12% +$255K 0.2% 130
2023
Q3 		$2.06M Buy
60,508
+2,082
+4% +$72.9K 0.18% 134
2023
Q2 		$2.02M Buy
58,426
+14,200
+32% +$474K 0.15% 168
2023
Q1 		$1.48M Buy
+44,226
New +$1.51M 0.12% 202

Other funds holding DFUV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
SC
Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
PWIA
Porter White Investment Advisors Birmingham, Alabama $161M AUM 13.97% 1-Year Est. Return
DEM
Disciplined Equity Management Neptune Beach, Florida $227M AUM 20.15% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

PFG Advisors's DFUV Position: Q3 2026 in Review

PFG Advisors increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.16% in Q3 2026, buying an estimated $10.3K and bringing the position to 116,654 shares worth $6.42M. The position accounts for 0.33% of the portfolio, ranked #61.

PFG Advisors first reported a position in DFUV in Q1 2023 and has held it in 15 quarters since. 136 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

  • PFG Advisors held 116,654 shares of Dimensional US Marketwide Value ETF worth $6.42M as of Q3 2026.
  • PFG Advisors bought 183 Dimensional US Marketwide Value ETF shares in Q3 2026, an estimated $10.3K.
  • Dimensional US Marketwide Value ETF made up 0.33% of PFG Advisors's portfolio in Q3 2026, its #61 holding.
  • PFG Advisors first reported a position in Dimensional US Marketwide Value ETF in Q1 2023 and has held it in 15 quarters since.
  • 136 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

Based on PFG Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.