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Sollinda Capital Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Sollinda Capital Management’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 		$5.51M Buy
113,730
+9,596
+9% +$471K 1.34% 14
2025
Q4 		$4.85M Buy
104,134
+36,353
+54% +$1.65M 1.24% 15
2025
Q3 		$3.03M Buy
67,781
+19,040
+39% +$829K 0.83% 20
2025
Q2 		$2.06M Buy
48,741
+9,916
+26% +$398K 0.54% 23
2025
Q1 		$1.6M Buy
38,825
+10,858
+39% +$456K 0.45% 25
2024
Q4 		$1.14M Buy
27,967
+15,292
+121% +$649K 0.31% 23
2024
Q3 		$528K Sell
12,675
-861
-6% -$34.8K 0.15% 36
2024
Q2 		$532K Buy
13,536
+2,612
+24% +$103K 0.16% 35
2024
Q1 		$447K Buy
+10,924
New +$417K 0.14% 36

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

Sollinda Capital Management's DFUV Position: Q1 2026 in Review

Sollinda Capital Management increased its Dimensional US Marketwide Value ETF (DFUV) stake by 9.2% in Q1 2026, buying an estimated $471K and bringing the position to 113,730 shares worth $5.51M. The position accounts for 1.34% of the portfolio, ranked #14.

Sollinda Capital Management first reported a position in DFUV in Q1 2024 and has held it in 9 quarters since. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

  • Sollinda Capital Management held 113,730 shares of Dimensional US Marketwide Value ETF worth $5.51M as of Q1 2026.
  • Sollinda Capital Management bought 9,596 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $471K.
  • Dimensional US Marketwide Value ETF made up 1.34% of Sollinda Capital Management's portfolio in Q1 2026, its #14 holding.
  • Sollinda Capital Management first reported a position in Dimensional US Marketwide Value ETF in Q1 2024 and has held it in 9 quarters since.
  • 766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on Sollinda Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.