Stonebridge Financial Group
DFUV icon

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

Stonebridge 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
Q3 		$341K Hold
6,218
– – 0.04% 193
2026
Q2 		$342K Buy
+6,218
New +$326K 0.05% 214

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Stonebridge Financial Group's DFUV Position: Q3 2026 in Review

Stonebridge Financial Group held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q3 2026 at 6,218 shares worth $341K. The position accounts for 0.04% of the portfolio, ranked #193.

Stonebridge Financial Group first reported a position in DFUV in Q2 2026 and has held it in 2 quarters since. The position peaked at $342K in Q2 2026. 729 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

  • Stonebridge Financial Group held 6,218 shares of Dimensional US Marketwide Value ETF worth $341K as of Q3 2026.
  • Stonebridge Financial Group left its Dimensional US Marketwide Value ETF share count unchanged in Q3 2026.
  • Dimensional US Marketwide Value ETF made up 0.04% of Stonebridge Financial Group's portfolio in Q3 2026, its #193 holding.
  • Stonebridge Financial Group first reported a position in Dimensional US Marketwide Value ETF in Q2 2026 and has held it in 2 quarters since.
  • Stonebridge Financial Group's Dimensional US Marketwide Value ETF position peaked at $342K in Q2 2026.
  • 729 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

Based on Stonebridge Financial Group's 13F filing for Q3 2026, filed 12 Nov 2026.