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

Sequoia 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 		$23.1M Sell
420,699
-14,925
-3% -$784K 0.12% 129
2026
Q1 		$21.1M Sell
435,624
-15,402
-3% -$756K 0.12% 119
2025
Q4 		$21M Sell
451,026
-4,953
-1% -$225K 0.12% 125
2025
Q3 		$20.4M Buy
455,979
+67,506
+17% +$2.94M 0.12% 120
2025
Q2 		$16.4M Sell
388,473
-15,933
-4% -$640K 0.11% 140
2025
Q1 		$16.7M Buy
404,406
+35,498
+10% +$1.49M 0.13% 141
2024
Q4 		$15.1M Buy
368,908
+77,566
+27% +$3.29M 0.15% 140
2024
Q3 		$12.1M Sell
291,342
-2,773
-0.9% -$112K 0.13% 136
2024
Q2 		$11.5M Hold
294,115
– – 0.14% 127
2024
Q1 		$12M Sell
294,115
-4,185
-1% -$160K 0.15% 125
2023
Q4 		$11.1M Sell
298,300
-2,256
-0.8% -$77.7K 0.14% 135
2023
Q3 		$10.2M Sell
300,556
-11,167
-4% -$391K 0.18% 99
2023
Q2 		$10.8M Sell
311,723
-5,236
-2% -$175K 0.18% 94
2023
Q1 		$10.6M Sell
316,959
-20,797
-6% -$712K 0.24% 84
2022
Q4 		$11.3M Buy
337,756
+615
+0.2% +$20.4K 0.28% 67
2022
Q3 		$9.98M Sell
337,141
-15,573
-4% -$506K 0.31% 58
2022
Q2 		$11.1M Buy
+352,714
New +$11.7M 0.32% 56

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 27.94% 1-Year Est. Return

Sequoia Financial Advisors's DFUV Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 3.4% in Q2 2026, selling an estimated $784K and leaving 420,699 shares worth $23.1M. The position accounts for 0.12% of the portfolio, ranked #129.

Sequoia Financial Advisors 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.

  • Sequoia Financial Advisors held 420,699 shares of Dimensional US Marketwide Value ETF worth $23.1M as of Q2 2026.
  • Sequoia Financial Advisors sold 14,925 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $784K.
  • Dimensional US Marketwide Value ETF made up 0.12% of Sequoia Financial Advisors's portfolio in Q2 2026, its #129 holding.
  • Sequoia Financial Advisors 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 Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.