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Prospera Financial Services’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Prospera Financial Services’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 		$3.88M Hold
70,571
– – 0.06% 338
2026
Q1 		$3.42M Buy
70,571
+1,169
+2% +$57.3K 0.06% 362
2025
Q4 		$3.23M Buy
69,402
+182
+0.3% +$8.26K 0.05% 356
2025
Q3 		$3.09M Buy
69,220
+1,618
+2% +$70.5K 0.05% 362
2025
Q2 		$2.86M Buy
67,602
+100
+0.1% +$4.02K 0.05% 362
2025
Q1 		$2.78M Sell
67,502
-2,693
-4% -$113K 0.06% 312
2024
Q4 		$2.87M Sell
70,195
-364
-0.5% -$15.4K 0.07% 295
2024
Q3 		$2.94M Sell
70,559
-122
-0.2% -$4.93K 0.08% 277
2024
Q2 		$2.78M Hold
70,681
– – 0.08% 274
2024
Q1 		$2.89M Hold
70,681
– – 0.09% 263
2023
Q4 		$2.63M Hold
70,681
– – 0.09% 265
2023
Q3 		$2.4M Buy
70,681
+415
+0.6% +$14.5K 0.09% 238
2023
Q2 		$2.42M Hold
70,266
– – 0.09% 240
2023
Q1 		$2.35M Sell
70,266
-3,832
-5% -$131K 0.1% 252
2022
Q4 		$2.48M Hold
74,098
– – 0.12% 192
2022
Q3 		$2.19M Buy
74,098
+1,148
+2% +$37.3K 0.11% 220
2022
Q2 		$2.31M Buy
+72,950
New +$2.43M 0.12% 218

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 $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

Prospera Financial Services's DFUV Position: Q2 2026 in Review

Prospera Financial Services held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 70,571 shares worth $3.88M. The position accounts for 0.06% of the portfolio, ranked #338.

Prospera Financial Services first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Prospera Financial Services held 70,571 shares of Dimensional US Marketwide Value ETF worth $3.88M as of Q2 2026.
  • Prospera Financial Services left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
  • Dimensional US Marketwide Value ETF made up 0.06% of Prospera Financial Services's portfolio in Q2 2026, its #338 holding.
  • Prospera Financial Services first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
  • 797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.