SB Capital Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

SB Capital Management’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 Q4	$12.3M	Buy	+264,597	New	+$12M	4.52%	3

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

Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

SB Capital Management's DFUV Position: Q4 2025 in Review

SB Capital Management opened a new position in Dimensional US Marketwide Value ETF (DFUV) in Q4 2025: 264,597 shares worth $12.3M. The stake represents 4.52% of the portfolio and ranks #3 among its holdings.

739 funds tracked by Wall St. Rank hold DFUV as of Q4 2025.

SB Capital Management held 264,597 shares of Dimensional US Marketwide Value ETF worth $12.3M as of Q4 2025.
Dimensional US Marketwide Value ETF was a new SB Capital Management position in Q4 2025.
Dimensional US Marketwide Value ETF made up 4.52% of SB Capital Management's portfolio in Q4 2025, its #3 holding.
739 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q4 2025.

Based on SB Capital Management's 13F filing for Q4 2025, filed 20 Feb 2026.