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Pinney & Scofield’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Pinney & Scofield’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 		$17.2M Sell
311,762
-5,687
-2% -$299K 8.38% 4
2026
Q1 		$15.4M Sell
317,449
-2,050
-0.6% -$101K 8.3% 4
2025
Q4 		$14.9M Sell
319,499
-5,922
-2% -$269K 8.45% 4
2025
Q3 		$14.5M Sell
325,421
-1,834
-0.6% -$79.9K 9.03% 4
2025
Q2 		$13.8M Sell
327,255
-2,215
-0.7% -$89K 9.37% 4
2025
Q1 		$13.6M Sell
329,470
-5,129
-2% -$215K 9.83% 4
2024
Q4 		$13.7M Buy
+334,599
New +$14.2M 10.37% 4

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
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
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 $104B AUM 28.3% 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 $72.2B AUM 27.85% 1-Year Est. Return

Pinney & Scofield's DFUV Position: Q2 2026 in Review

Pinney & Scofield reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 1.8% in Q2 2026, selling an estimated $299K and leaving 311,762 shares worth $17.2M. The position accounts for 8.38% of the portfolio, ranked #4.

Pinney & Scofield first reported a position in DFUV in Q4 2024 and has held it in 7 quarters since. 801 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Pinney & Scofield held 311,762 shares of Dimensional US Marketwide Value ETF worth $17.2M as of Q2 2026.
  • Pinney & Scofield sold 5,687 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $299K.
  • Dimensional US Marketwide Value ETF made up 8.38% of Pinney & Scofield's portfolio in Q2 2026, its #4 holding.
  • Pinney & Scofield first reported a position in Dimensional US Marketwide Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 801 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Pinney & Scofield's 13F filing for Q2 2026, filed 7 Aug 2026.