Sound View Wealth Advisors Group’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Sound View Wealth Advisors Group’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	$832K	Hold	17,170	–	–	0.06%	213
2025 Q4	$800K	Hold	17,170	–	–	0.05%	215
2025 Q3	$767K	Hold	17,170	–	–	0.05%	225
2025 Q2	$726K	Hold	17,170	–	–	0.05%	224
2025 Q1	$708K	Hold	17,170	–	–	0.06%	218
2024 Q4	$703K	Hold	17,170	–	–	0.06%	221
2024 Q3	$716K	Hold	17,170	–	–	0.06%	219
2024 Q2	$674K	Hold	17,170	–	–	0.07%	205
2024 Q1	$702K	Hold	17,170	–	–	0.07%	202
2023 Q4	$639K	Hold	17,170	–	–	0.07%	213
2023 Q3	$584K	Hold	17,170	–	–	0.07%	201
2023 Q2	$592K	Hold	17,170	–	–	0.08%	198
2023 Q1	$575K	Hold	17,170	–	–	0.08%	199
2022 Q4	$639K	Buy	+17,170	New	+$571K	0.07%	213

Other funds holding DFUV

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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 Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Sound View Wealth Advisors Group's DFUV Position: Q1 2026 in Review

Sound View Wealth Advisors Group held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q1 2026 at 17,170 shares worth $832K. The position accounts for 0.06% of the portfolio, ranked #213.

Sound View Wealth Advisors Group first reported a position in DFUV in Q4 2022 and has held it in 14 quarters since. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

Sound View Wealth Advisors Group held 17,170 shares of Dimensional US Marketwide Value ETF worth $832K as of Q1 2026.
Sound View Wealth Advisors Group left its Dimensional US Marketwide Value ETF share count unchanged in Q1 2026.
Dimensional US Marketwide Value ETF made up 0.06% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #213 holding.
Sound View Wealth Advisors Group first reported a position in Dimensional US Marketwide Value ETF in Q4 2022 and has held it in 14 quarters since.
766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.