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DFUV icon

Sittner & Nelson’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Sittner & Nelson’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 		$203K Hold
3,698
– – 0.06% 173
2026
Q1 		$179K Hold
3,698
– – 0.07% 175
2025
Q4 		$187K Hold
3,698
– – 0.07% 169
2025
Q3 		$165K Hold
3,698
– – 0.06% 162
2025
Q2 		$156K Sell
3,698
-813
-18% -$32.6K 0.06% 161
2025
Q1 		$186K Buy
4,511
+1,946
+76% +$81.7K 0.08% 147
2024
Q4 		$105K Hold
2,565
– – 0.05% 171
2024
Q3 		$107K Hold
2,565
– – 0.05% 173
2024
Q2 		$101K Hold
2,565
– – 0.05% 160
2024
Q1 		$105K Hold
2,565
– – 0.05% 157
2023
Q4 		$95.5K Hold
2,565
– – 0.05% 159
2023
Q3 		$87.3K Hold
2,565
– – 0.05% 154
2023
Q2 		$88.5K Hold
2,565
– – 0.05% 157
2023
Q1 		$85.9K Hold
2,565
– – 0.05% 171
2022
Q4 		$85.9K Hold
2,565
– – 0.05% 177
2022
Q3 		$76K Hold
2,565
– – 0.05% 175
2022
Q2 		$81K Buy
+2,565
New +$85.4K 0.05% 170

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

Sittner & Nelson's DFUV Position: Q2 2026 in Review

Sittner & Nelson held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 3,698 shares worth $203K. The position accounts for 0.06% of the portfolio, ranked #173.

Sittner & Nelson first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. 800 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Sittner & Nelson held 3,698 shares of Dimensional US Marketwide Value ETF worth $203K as of Q2 2026.
  • Sittner & Nelson left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
  • Dimensional US Marketwide Value ETF made up 0.06% of Sittner & Nelson's portfolio in Q2 2026, its #173 holding.
  • Sittner & Nelson first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
  • 800 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Sittner & Nelson's 13F filing for Q2 2026, filed 7 Aug 2026.