SWA
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Sterling Wealth Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Sterling Wealth Advisors’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 		$303K Hold
5,505
– – 0.16% 19
2026
Q1 		$281K Hold
5,505
– – 0.16% 20
2025
Q4 		$256K Sell
5,505
-745
-12% -$33.8K 0.15% 20
2025
Q3 		$277K Hold
6,250
– – 0.18% 19
2025
Q2 		$268K Hold
6,250
– – 0.19% 17
2025
Q1 		$258K Hold
6,250
– – 0.2% 17
2024
Q4 		$256K Buy
+6,250
New +$265K 0.2% 18

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

Sterling Wealth Advisors's DFUV Position: Q2 2026 in Review

Sterling Wealth Advisors held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 5,505 shares worth $303K. The position accounts for 0.16% of the portfolio, ranked #19.

Sterling Wealth Advisors first reported a position in DFUV in Q4 2024 and has held it in 7 quarters since. 800 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Sterling Wealth Advisors held 5,505 shares of Dimensional US Marketwide Value ETF worth $303K as of Q2 2026.
  • Sterling Wealth Advisors left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
  • Dimensional US Marketwide Value ETF made up 0.16% of Sterling Wealth Advisors's portfolio in Q2 2026, its #19 holding.
  • Sterling Wealth Advisors first reported a position in Dimensional US Marketwide Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 800 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Sterling Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.