Shepherd Financial Partners’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Shepherd Financial Partners’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	$317K	Buy	+5,764	New	+$303K	0.03%	201

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 $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 Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return

Shepherd Financial Partners's DFUV Position: Q2 2026 in Review

Shepherd Financial Partners opened a new position in Dimensional US Marketwide Value ETF (DFUV) in Q2 2026: 5,764 shares worth $317K. The stake represents 0.03% of the portfolio and ranks #201 among its holdings.

797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Shepherd Financial Partners held 5,764 shares of Dimensional US Marketwide Value ETF worth $317K as of Q2 2026.
Dimensional US Marketwide Value ETF was a new Shepherd Financial Partners position in Q2 2026.
Dimensional US Marketwide Value ETF made up 0.03% of Shepherd Financial Partners's portfolio in Q2 2026, its #201 holding.
797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Shepherd Financial Partners's 13F filing for Q2 2026, filed 10 Aug 2026.