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

Pinnacle Financial Partners (Tennessee)’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
2025
Q3 		$911K Hold
20,396
– – 0.02% 276
2025
Q2 		$862K Hold
20,396
– – 0.02% 283
2025
Q1 		$841K Hold
20,396
– – 0.02% 290
2024
Q4 		$835K Hold
20,396
– – 0.02% 284
2024
Q3 		$850K Hold
20,396
– – 0.02% 285
2024
Q2 		$801K Hold
20,396
– – 0.02% 288
2024
Q1 		$834K Hold
20,396
– – 0.02% 282
2023
Q4 		$759K Buy
+20,396
New +$702K 0.02% 275

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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
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 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 $104B AUM 28.3% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s DFUV Position: Q3 2025 in Review

Pinnacle Financial Partners (Tennessee) held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q3 2025 at 20,396 shares worth $911K. The position accounts for 0.02% of the portfolio, ranked #276.

Pinnacle Financial Partners (Tennessee) first reported a position in DFUV in Q4 2023 and has held it in 8 quarters since. 690 funds tracked by Wall St. Rank hold DFUV as of Q3 2025.

  • Pinnacle Financial Partners (Tennessee) held 20,396 shares of Dimensional US Marketwide Value ETF worth $911K as of Q3 2025.
  • Pinnacle Financial Partners (Tennessee) left its Dimensional US Marketwide Value ETF share count unchanged in Q3 2025.
  • Dimensional US Marketwide Value ETF made up 0.02% of Pinnacle Financial Partners (Tennessee)'s portfolio in Q3 2025, its #276 holding.
  • Pinnacle Financial Partners (Tennessee) first reported a position in Dimensional US Marketwide Value ETF in Q4 2023 and has held it in 8 quarters since.
  • 690 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2025.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q3 2025, filed 28 Oct 2025.