SC&H Financial Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

SC&H Financial 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	$205K	Buy	+3,729	New	+$196K	0.03%	159

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 $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 Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return

SC&H Financial Advisors's DFUV Position: Q2 2026 in Review

SC&H Financial Advisors opened a new position in Dimensional US Marketwide Value ETF (DFUV) in Q2 2026: 3,729 shares worth $205K. The stake represents 0.03% of the portfolio and ranks #159 among its holdings.

797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

SC&H Financial Advisors held 3,729 shares of Dimensional US Marketwide Value ETF worth $205K as of Q2 2026.
Dimensional US Marketwide Value ETF was a new SC&H Financial Advisors position in Q2 2026.
Dimensional US Marketwide Value ETF made up 0.03% of SC&H Financial Advisors's portfolio in Q2 2026, its #159 holding.
797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.