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

Shore Point 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 		$780K Sell
14,180
-187
-1% -$9.82K 0.27% 43
2026
Q1 		$696K Sell
14,367
-6
-0% -$294 0.28% 44
2025
Q4 		$670K Buy
14,373
+263
+2% +$11.9K 0.28% 42
2025
Q3 		$631K Buy
14,110
+96
+0.7% +$4.18K 0.28% 41
2025
Q2 		$593K Buy
14,014
+289
+2% +$11.6K 0.28% 41
2025
Q1 		$566K Buy
13,725
+315
+2% +$13.2K 0.3% 38
2024
Q4 		$549K Buy
13,410
+237
+2% +$10.1K 0.3% 39
2024
Q3 		$549K Sell
13,173
-22
-0.2% -$889 0.29% 39
2024
Q2 		$518K Sell
13,195
-1
-0% -$40 0.29% 38
2024
Q1 		$540K Buy
13,196
+1,711
+15% +$65.4K 0.31% 36
2023
Q4 		$427K Buy
11,485
+817
+8% +$28.1K 0.26% 37
2023
Q3 		$363K Buy
10,668
+93
+0.9% +$3.26K 0.26% 38
2023
Q2 		$365K Buy
10,575
+100
+1% +$3.34K 0.26% 36
2023
Q1 		$351K Buy
10,475
+4,040
+63% +$138K 0.27% 38
2022
Q4 		$215K Buy
+6,435
New +$214K 0.18% 47

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 28.19% 1-Year Est. Return

Shore Point Advisors's DFUV Position: Q2 2026 in Review

Shore Point Advisors reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 1.3% in Q2 2026, selling an estimated $9.82K and leaving 14,180 shares worth $780K. The position accounts for 0.27% of the portfolio, ranked #43.

Shore Point Advisors first reported a position in DFUV in Q4 2022 and has held it in 15 quarters since. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Shore Point Advisors held 14,180 shares of Dimensional US Marketwide Value ETF worth $780K as of Q2 2026.
  • Shore Point Advisors sold 187 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $9.82K.
  • Dimensional US Marketwide Value ETF made up 0.27% of Shore Point Advisors's portfolio in Q2 2026, its #43 holding.
  • Shore Point Advisors first reported a position in Dimensional US Marketwide Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Shore Point Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.