Stone Summit Wealth’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Stone Summit Wealth’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	$2.15M	Sell	44,320 -220	-0.5%	-$10.8K	0.6%	49
2025 Q4	$2.08M	Sell	44,540 -734	-2%	-$33.3K	0.56%	52
2025 Q3	$2.02M	Sell	45,274 -1,418	-3%	-$61.8K	0.57%	51
2025 Q2	$1.97M	Sell	46,692 -3,268	-7%	-$131K	0.61%	53
2025 Q1	$2.06M	Sell	49,960 -265	-0.5%	-$11.1K	0.7%	52
2024 Q4	$2.06M	Sell	50,225 -1,107	-2%	-$47K	0.69%	50
2024 Q3	$2.14M	Sell	51,332 -400	-0.8%	-$16.2K	0.69%	49
2024 Q2	$2.03M	Hold	51,732	–	–	0.73%	45
2024 Q1	$2.12M	Hold	51,732	–	–	0.74%	46
2023 Q4	$1.93M	Hold	51,732	–	–	0.74%	44
2023 Q3	$1.76M	Buy	51,732 +4,448	+9%	+$156K	0.75%	46
2023 Q2	$1.63M	Buy	47,284 +1,581	+3%	+$52.8K	0.68%	52
2023 Q1	$1.53M	Hold	45,703	–	–	0.68%	52
2022 Q4	$1.53M	Hold	45,703	–	–	0.75%	47
2022 Q3	$1.35M	Hold	45,703	–	–	0.83%	44
2022 Q2	$1.44M	Buy	+45,703	New	+$1.52M	0.86%	40

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

Stone Summit Wealth's DFUV Position: Q1 2026 in Review

Stone Summit Wealth reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 0.49% in Q1 2026, selling an estimated $10.8K and leaving 44,320 shares worth $2.15M. The position accounts for 0.6% of the portfolio, ranked #49.

Stone Summit Wealth first reported a position in DFUV in Q2 2022 and has held it in 16 quarters since. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

Stone Summit Wealth held 44,320 shares of Dimensional US Marketwide Value ETF worth $2.15M as of Q1 2026.
Stone Summit Wealth sold 220 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $10.8K.
Dimensional US Marketwide Value ETF made up 0.6% of Stone Summit Wealth's portfolio in Q1 2026, its #49 holding.
Stone Summit Wealth first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 16 quarters since.
766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on Stone Summit Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.