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

Poinciana Advisors Group’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	$2.92M	Sell	48,038 -9,001	-16%	-$473K	2.16%	11
2026 Q1	$2.76M	Buy	57,039 +842	+1%	+$41.3K	2.18%	11
2025 Q4	$2.62M	Buy	56,197 +4,679	+9%	+$212K	2.07%	11
2025 Q3	$2.3M	Sell	51,518 -435	-0.8%	-$18.9K	1.94%	12
2025 Q2	$2.2M	Sell	51,953 -116	-0.2%	-$4.66K	1.98%	10
2025 Q1	$2.15M	Sell	52,069 -2,488	-5%	-$104K	2.22%	10
2024 Q4	$2.23M	Buy	+54,557	New	+$2.32M	2.26%	12

Other funds holding DFUV

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TCOTS

Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return

Poinciana Advisors Group's DFUV Position: Q2 2026 in Review

Poinciana Advisors Group reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 16% in Q2 2026, selling an estimated $473K and leaving 48,038 shares worth $2.92M. The position accounts for 2.16% of the portfolio, ranked #11.

Poinciana Advisors Group first reported a position in DFUV in Q4 2024 and has held it in 7 quarters since. 540 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Poinciana Advisors Group held 48,038 shares of Dimensional US Marketwide Value ETF worth $2.92M as of Q2 2026.
Poinciana Advisors Group sold 9,001 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $473K.
Dimensional US Marketwide Value ETF made up 2.16% of Poinciana Advisors Group's portfolio in Q2 2026, its #11 holding.
Poinciana Advisors Group first reported a position in Dimensional US Marketwide Value ETF in Q4 2024 and has held it in 7 quarters since.
540 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Poinciana Advisors Group's 13F filing for Q2 2026, filed 28 Jul 2026.