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Seneschal Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Seneschal 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 		$8.56M Sell
155,556
-6,691
-4% -$351K 5.86% 4
2026
Q1 		$7.86M Buy
162,247
+628
+0.4% +$30.8K 5.84% 4
2025
Q4 		$7.53M Sell
161,619
-3,137
-2% -$142K 5.55% 4
2025
Q3 		$7.36M Buy
164,756
+3,280
+2% +$143K 5.34% 4
2025
Q2 		$6.83M Buy
161,476
+1,265
+0.8% +$50.8K 5.38% 4
2025
Q1 		$6.6M Sell
160,211
-461
-0.3% -$19.4K 5.67% 4
2024
Q4 		$6.57M Buy
+160,672
New +$6.82M 5.5% 4

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

Seneschal Advisors's DFUV Position: Q2 2026 in Review

Seneschal Advisors reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 4.1% in Q2 2026, selling an estimated $351K and leaving 155,556 shares worth $8.56M. The position accounts for 5.86% of the portfolio, ranked #4.

Seneschal Advisors first reported a position in DFUV in Q4 2024 and has held it in 7 quarters since. 801 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Seneschal Advisors held 155,556 shares of Dimensional US Marketwide Value ETF worth $8.56M as of Q2 2026.
  • Seneschal Advisors sold 6,691 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $351K.
  • Dimensional US Marketwide Value ETF made up 5.86% of Seneschal Advisors's portfolio in Q2 2026, its #4 holding.
  • Seneschal Advisors first reported a position in Dimensional US Marketwide Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 801 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Seneschal Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.