SevenBridge Financial Group’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

SevenBridge Financial Group’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	$333K	Buy	5,856 +20	+0.3%	+$1.05K	0.05%	168
2026 Q1	$298K	Buy	5,836 +21	+0.4%	+$1.03K	0.05%	169
2025 Q4	$283K	Buy	5,815 +21	+0.4%	+$952	0.05%	173
2025 Q3	$265K	Buy	5,794 +25	+0.4%	+$1.09K	0.04%	176
2025 Q2	$248K	Buy	5,769 +27	+0.5%	+$1.08K	0.04%	193
2025 Q1	$237K	Buy	5,742 +23	+0.4%	+$965	0.05%	200
2024 Q4	$245K	Buy	5,719 +25	+0.4%	+$1.06K	0.05%	198
2024 Q3	$250K	Buy	5,694 +24	+0.4%	+$970	0.05%	197
2024 Q2	$220K	Buy	5,670 +25	+0.4%	+$989	0.05%	190
2024 Q1	$221K	Buy	5,645 +20	+0.4%	+$764	0.05%	185
2023 Q4	$209K	Buy	+5,625	New	+$194K	0.05%	181

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

SevenBridge Financial Group's DFUV Position: Q2 2026 in Review

SevenBridge Financial Group increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.34% in Q2 2026, buying an estimated $1.05K and bringing the position to 5,856 shares worth $333K. The position accounts for 0.05% of the portfolio, ranked #168.

SevenBridge Financial Group first reported a position in DFUV in Q4 2023 and has held it in 11 quarters since. 802 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

SevenBridge Financial Group held 5,856 shares of Dimensional US Marketwide Value ETF worth $333K as of Q2 2026.
SevenBridge Financial Group bought 20 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $1.05K.
Dimensional US Marketwide Value ETF made up 0.05% of SevenBridge Financial Group's portfolio in Q2 2026, its #168 holding.
SevenBridge Financial Group first reported a position in Dimensional US Marketwide Value ETF in Q4 2023 and has held it in 11 quarters since.
802 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on SevenBridge Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.