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Steward Partners Investment Advisory’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Steward Partners Investment Advisory’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 		$793K Sell
14,415
-1,835
-11% -$96.4K ﹤0.01% 1434
2026
Q1 		$787K Sell
16,250
-190
-1% -$9.32K ﹤0.01% 1290
2025
Q4 		$766K Buy
16,440
+4
+0% +$181 ﹤0.01% 1195
2025
Q3 		$735K Hold
16,436
– – ﹤0.01% 1188
2025
Q2 		$695K Sell
16,436
-9,732
-37% -$391K 0.01% 1149
2025
Q1 		$1.08M Buy
26,168
+486
+2% +$20.4K 0.01% 892
2024
Q4 		$1.05M Buy
25,682
+200
+0.8% +$8.49K 0.01% 855
2024
Q3 		$1.06M Sell
25,482
-3,045
-11% -$123K 0.01% 827
2024
Q2 		$1.12M Sell
28,527
-200
-0.7% -$7.91K 0.01% 768
2024
Q1 		$1.17M Buy
28,727
+954
+3% +$36.4K 0.01% 735
2023
Q4 		$1.03M Buy
27,773
+14,541
+110% +$501K 0.01% 709
2023
Q3 		$450K Buy
13,232
+10,035
+314% +$352K 0.01% 961
2023
Q2 		$110K Buy
3,197
+500
+19% +$16.7K ﹤0.01% 1542
2023
Q1 		$90.3K Sell
2,697
-654
-20% -$22.4K ﹤0.01% 1630
2022
Q4 		$112K Hold
3,351
– – ﹤0.01% 1501
2022
Q3 		$99K Sell
3,351
-827
-20% -$26.9K ﹤0.01% 1502
2022
Q2 		$132K Buy
+4,178
New +$139K ﹤0.01% 1376

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 28.19% 1-Year Est. Return

Steward Partners Investment Advisory's DFUV Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 11% in Q2 2026, selling an estimated $96.4K and leaving 14,415 shares worth $793K. The position accounts for ﹤0.01% of the portfolio, ranked #1434.

Steward Partners Investment Advisory first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.17M in Q1 2024. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Steward Partners Investment Advisory held 14,415 shares of Dimensional US Marketwide Value ETF worth $793K as of Q2 2026.
  • Steward Partners Investment Advisory sold 1,835 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $96.4K.
  • Dimensional US Marketwide Value ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1434 holding.
  • Steward Partners Investment Advisory first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
  • Steward Partners Investment Advisory's Dimensional US Marketwide Value ETF position peaked at $1.17M in Q1 2024.
  • 797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.