Signature Estate & Investment Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Signature Estate & Investment 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	–	Sell	-8,259	Closed	-$400K	–	679
2026 Q1	$400K	Buy	8,259 +19	+0.2%	+$932	0.01%	465
2025 Q4	$384K	Buy	8,240 +19	+0.2%	+$862	0.01%	444
2025 Q3	$367K	Buy	8,221 +978	+14%	+$42.6K	0.01%	445
2025 Q2	$306K	Buy	7,243 +24	+0.3%	+$964	0.01%	459
2025 Q1	$297K	Buy	7,219 +29	+0.4%	+$1.22K	0.01%	444
2024 Q4	$294K	Buy	7,190 +5	+0.1%	+$212	0.01%	425
2024 Q3	$300K	Buy	7,185 +30	+0.4%	+$1.21K	0.01%	402
2024 Q2	$281K	Buy	+7,155	New	+$283K	0.01%	405

Other funds holding DFUV

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TCOTS

Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return

Signature Estate & Investment Advisors's DFUV Position: Q2 2026 in Review

Signature Estate & Investment Advisors sold out of Dimensional US Marketwide Value ETF (DFUV) in Q2 2026, closing a stake of 8,259 shares — an estimated $400K sold.

Signature Estate & Investment Advisors first reported a position in DFUV in Q2 2024 and held it in 8 quarters. The position peaked at $400K in Q1 2026. 524 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Signature Estate & Investment Advisors reported no remaining Dimensional US Marketwide Value ETF position as of Q2 2026 after selling out during the quarter.
Signature Estate & Investment Advisors sold 8,259 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $400K.
Signature Estate & Investment Advisors first reported a position in Dimensional US Marketwide Value ETF in Q2 2024 and held it in 8 quarters.
Signature Estate & Investment Advisors's Dimensional US Marketwide Value ETF position peaked at $400K in Q1 2026.
524 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.