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Pinnacle Financial Partners (Georgia)’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Pinnacle Financial Partners (Georgia)’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 		$1.08M Sell
19,559
-837
-4% -$43.9K 0.01% 625
2026
Q1 		$988K Hold
20,396
– – 0.01% 617
2025
Q4 		$950K Buy
+20,396
New +$925K 0.01% 617

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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

Pinnacle Financial Partners (Georgia)'s DFUV Position: Q2 2026 in Review

Pinnacle Financial Partners (Georgia) reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 4.1% in Q2 2026, selling an estimated $43.9K and leaving 19,559 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #625.

Pinnacle Financial Partners (Georgia) first reported a position in DFUV in Q4 2025 and has held it in 3 quarters since. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Pinnacle Financial Partners (Georgia) held 19,559 shares of Dimensional US Marketwide Value ETF worth $1.08M as of Q2 2026.
  • Pinnacle Financial Partners (Georgia) sold 837 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $43.9K.
  • Dimensional US Marketwide Value ETF made up 0.01% of Pinnacle Financial Partners (Georgia)'s portfolio in Q2 2026, its #625 holding.
  • Pinnacle Financial Partners (Georgia) first reported a position in Dimensional US Marketwide Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Pinnacle Financial Partners (Georgia)'s 13F filing for Q2 2026, filed 14 Aug 2026.