Sound Income Strategies’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Sound Income Strategies’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	-3,225	Closed	-$157K	–	937
2026 Q1	$157K	Hold	3,225	–	–	0.01%	474
2025 Q4	$156K	Hold	3,225	–	–	0.01%	480
2025 Q3	$144K	Hold	3,225	–	–	0.01%	341
2025 Q2	$136K	Hold	3,225	–	–	0.01%	339
2025 Q1	$133K	Hold	3,225	–	–	0.01%	351
2024 Q4	$132K	Buy	+3,225	New	+$137K	0.01%	312

Other funds holding DFUV

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 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

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

Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 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

Sound Income Strategies's DFUV Position: Q2 2026 in Review

Sound Income Strategies sold out of Dimensional US Marketwide Value ETF (DFUV) in Q2 2026, closing a stake of 3,225 shares — an estimated $157K sold.

Sound Income Strategies first reported a position in DFUV in Q4 2024 and held it in 6 quarters. The position peaked at $157K in Q1 2026. 669 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Sound Income Strategies reported no remaining Dimensional US Marketwide Value ETF position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 3,225 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $157K.
Sound Income Strategies first reported a position in Dimensional US Marketwide Value ETF in Q4 2024 and held it in 6 quarters.
Sound Income Strategies's Dimensional US Marketwide Value ETF position peaked at $157K in Q1 2026.
669 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.