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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
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
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

SevenBridge Financial Group's DFUV Position: Q1 2026 in Review

SevenBridge Financial Group increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.36% in Q1 2026, buying an estimated $1.03K and bringing the position to 5,836 shares worth $298K. The position accounts for 0.05% of the portfolio, ranked #169.

SevenBridge Financial Group first reported a position in DFUV in Q4 2023 and has held it in 10 quarters since. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

  • SevenBridge Financial Group held 5,836 shares of Dimensional US Marketwide Value ETF worth $298K as of Q1 2026.
  • SevenBridge Financial Group bought 21 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $1.03K.
  • Dimensional US Marketwide Value ETF made up 0.05% of SevenBridge Financial Group's portfolio in Q1 2026, its #169 holding.
  • SevenBridge Financial Group first reported a position in Dimensional US Marketwide Value ETF in Q4 2023 and has held it in 10 quarters since.
  • 766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on SevenBridge Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.