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Sprinkle Financial Consultants’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Sprinkle Financial Consultants’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 		$8.64M Sell
156,974
-27
-0% -$1.42K 3.39% 8
2026
Q1 		$7.61M Sell
157,001
-9,537
-6% -$468K 3.51% 8
2025
Q4 		$7.76M Sell
166,538
-3,245
-2% -$147K 3.94% 6
2025
Q3 		$7.59M Buy
169,783
+161
+0.1% +$7.01K 4.24% 6
2025
Q2 		$7.17M Sell
169,622
-58,383
-26% -$2.34M 4.38% 6
2025
Q1 		$9.4M Sell
228,005
-9,136
-4% -$384K 5.96% 4
2024
Q4 		$9.7M Sell
237,141
-683
-0.3% -$29K 6.61% 3
2024
Q3 		$9.91M Buy
237,824
+1,003
+0.4% +$40.5K 7.09% 3
2024
Q2 		$9.3M Sell
236,821
-2,688
-1% -$106K 7.33% 3
2024
Q1 		$9.8M Buy
239,509
+547
+0.2% +$20.9K 8.36% 2
2023
Q4 		$8.89M Buy
+238,962
New +$8.23M 9.05% 3

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

Sprinkle Financial Consultants's DFUV Position: Q2 2026 in Review

Sprinkle Financial Consultants reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 0.02% in Q2 2026, selling an estimated $1.42K and leaving 156,974 shares worth $8.64M. The position accounts for 3.39% of the portfolio, ranked #8.

Sprinkle Financial Consultants first reported a position in DFUV in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.91M in Q3 2024. 800 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Sprinkle Financial Consultants held 156,974 shares of Dimensional US Marketwide Value ETF worth $8.64M as of Q2 2026.
  • Sprinkle Financial Consultants sold 27 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $1.42K.
  • Dimensional US Marketwide Value ETF made up 3.39% of Sprinkle Financial Consultants's portfolio in Q2 2026, its #8 holding.
  • Sprinkle Financial Consultants first reported a position in Dimensional US Marketwide Value ETF in Q4 2023 and has held it in 11 quarters since.
  • Sprinkle Financial Consultants's Dimensional US Marketwide Value ETF position peaked at $9.91M in Q3 2024.
  • 800 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Sprinkle Financial Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.