Pictet North America Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Pictet North America 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 Q2	$1.42M	Hold	25,825	–	–	0.13%	87
2026 Q1	$1.25M	Hold	25,825	–	–	0.12%	84
2025 Q4	$1.2M	Hold	25,825	–	–	0.11%	88
2025 Q3	$1.15M	Hold	25,825	–	–	0.11%	85
2025 Q2	$1.09M	Hold	25,825	–	–	0.11%	86
2025 Q1	$1.06M	Hold	25,825	–	–	0.11%	87
2024 Q4	$1.06M	Hold	25,825	–	–	0.1%	94
2024 Q3	$1.08M	Hold	25,825	–	–	0.11%	93
2024 Q2	$1.01M	Hold	25,825	–	–	0.11%	92
2024 Q1	$1.06M	Hold	25,825	–	–	0.12%	90
2023 Q4	$961K	Hold	25,825	–	–	0.12%	83
2023 Q3	$879K	Hold	25,825	–	–	0.12%	85
2023 Q2	$891K	Hold	25,825	–	–	0.12%	84
2023 Q1	$865K	Hold	25,825	–	–	0.14%	79
2022 Q4	$865K	Hold	25,825	–	–	0.15%	75
2022 Q3	$765K	Hold	25,825	–	–	0.12%	87
2022 Q2	$816K	Buy	+25,825	New	+$859K	0.11%	85

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

Pictet North America Advisors's DFUV Position: Q2 2026 in Review

Pictet North America Advisors held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 25,825 shares worth $1.42M. The position accounts for 0.13% of the portfolio, ranked #87.

Pictet North America Advisors 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.

Pictet North America Advisors held 25,825 shares of Dimensional US Marketwide Value ETF worth $1.42M as of Q2 2026.
Pictet North America Advisors left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
Dimensional US Marketwide Value ETF made up 0.13% of Pictet North America Advisors's portfolio in Q2 2026, its #87 holding.
Pictet North America Advisors 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 Pictet North America Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.