Prime Capital Investment Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Prime Capital Investment 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	$1.47M	Sell	26,748 -5,620	-17%	-$295K	0.01%	439
2026 Q1	$1.57M	Buy	32,368 +171	+0.5%	+$8.39K	0.02%	402
2025 Q4	$1.5M	Buy	32,197 +397	+1%	+$18K	0.02%	410
2025 Q3	$1.42M	Hold	31,800	–	–	0.02%	407
2025 Q2	$1.34M	Sell	31,800 -446,535	-93%	-$17.9M	0.02%	412
2025 Q1	$19.7M	Buy	+478,335	New	+$20.1M	0.23%	82
2023 Q3	–	Sell	-890,009	Closed	-$30.7M	–	769
2023 Q2	$30.7M	Sell	890,009 -14,933	-2%	-$499K	0.61%	36
2023 Q1	$30.3M	Buy	+904,942	New	+$31M	1.25%	15

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 $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 Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Prime Capital Investment Advisors's DFUV Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 17% in Q2 2026, selling an estimated $295K and leaving 26,748 shares worth $1.47M. The position accounts for 0.01% of the portfolio, ranked #439.

Prime Capital Investment Advisors first reported a position in DFUV in Q1 2023 and has held it in 8 quarters since. The position peaked at $30.7M in Q2 2023. 800 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Prime Capital Investment Advisors held 26,748 shares of Dimensional US Marketwide Value ETF worth $1.47M as of Q2 2026.
Prime Capital Investment Advisors sold 5,620 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $295K.
Dimensional US Marketwide Value ETF made up 0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #439 holding.
Prime Capital Investment Advisors first reported a position in Dimensional US Marketwide Value ETF in Q1 2023 and has held it in 8 quarters since.
Prime Capital Investment Advisors's Dimensional US Marketwide Value ETF position peaked at $30.7M in Q2 2023.
800 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.