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Seaside Wealth Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Seaside Wealth 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
2026
Q2 		$1.16M Buy
21,171
+25
+0.1% +$1.31K 0.29% 23
2026
Q1 		$1.02M Sell
21,146
-119
-0.6% -$5.84K 0.29% 23
2025
Q4 		$991K Buy
21,265
+26
+0.1% +$1.18K 0.28% 24
2025
Q3 		$949K Buy
21,239
+33
+0.2% +$1.44K 0.28% 26
2025
Q2 		$897K Sell
21,206
-1,528
-7% -$61.4K 0.29% 26
2025
Q1 		$937K Buy
22,734
+35
+0.2% +$1.47K 0.33% 23
2024
Q4 		$929K Buy
22,699
+39
+0.2% +$1.66K 0.34% 23
2024
Q3 		$945K Buy
22,660
+26
+0.1% +$1.05K 0.36% 22
2024
Q2 		$889K Buy
22,634
+40
+0.2% +$1.58K 0.37% 22
2024
Q1 		$924K Buy
22,594
+31
+0.1% +$1.18K 0.39% 21
2023
Q4 		$840K Buy
22,563
+34
+0.2% +$1.17K 0.38% 22
2023
Q3 		$766K Buy
22,529
+34
+0.2% +$1.19K 0.39% 22
2023
Q2 		$776K Buy
22,495
+33
+0.1% +$1.1K 0.4% 22
2023
Q1 		$751K Sell
22,462
-1,353
-6% -$46.3K 0.46% 23
2022
Q4 		$797K Buy
23,815
+25
+0.1% +$831 0.53% 22
2022
Q3 		$794K Buy
23,790
+3,643
+18% +$118K 0.55% 21
2022
Q2 		$673K Buy
+20,147
New +$671K 0.51% 22

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

Seaside Wealth Management's DFUV Position: Q2 2026 in Review

Seaside Wealth Management increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.12% in Q2 2026, buying an estimated $1.31K and bringing the position to 21,171 shares worth $1.16M. The position accounts for 0.29% of the portfolio, ranked #23.

Seaside Wealth Management first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. 800 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Seaside Wealth Management held 21,171 shares of Dimensional US Marketwide Value ETF worth $1.16M as of Q2 2026.
  • Seaside Wealth Management bought 25 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $1.31K.
  • Dimensional US Marketwide Value ETF made up 0.29% of Seaside Wealth Management's portfolio in Q2 2026, its #23 holding.
  • Seaside Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
  • 800 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Seaside Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.