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DFUV icon

Sovereign Financial Group’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Sovereign Financial 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
Q2 		$497K Sell
9,036
-854
-9% -$44.8K 0.08% 226
2026
Q1 		$479K Sell
9,890
-85
-0.9% -$4.17K 0.08% 214
2025
Q4 		$465K Buy
9,975
+680
+7% +$30.8K 0.08% 203
2025
Q3 		$415K Buy
9,295
+2,370
+34% +$103K 0.08% 212
2025
Q2 		$293K Buy
+6,925
New +$278K 0.06% 251

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 $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
Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return

Sovereign Financial Group's DFUV Position: Q2 2026 in Review

Sovereign Financial Group reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 8.6% in Q2 2026, selling an estimated $44.8K and leaving 9,036 shares worth $497K. The position accounts for 0.08% of the portfolio, ranked #226.

Sovereign Financial Group first reported a position in DFUV in Q2 2025 and has held it in 5 quarters since. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Sovereign Financial Group held 9,036 shares of Dimensional US Marketwide Value ETF worth $497K as of Q2 2026.
  • Sovereign Financial Group sold 854 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $44.8K.
  • Dimensional US Marketwide Value ETF made up 0.08% of Sovereign Financial Group's portfolio in Q2 2026, its #226 holding.
  • Sovereign Financial Group first reported a position in Dimensional US Marketwide Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.