Strategic Financial Services’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Strategic Financial Services’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	$479K	Hold	9,875	–	–	0.02%	104
2025 Q4	$499K	Hold	9,875	–	–	0.02%	98
2025 Q3	$441K	Hold	9,875	–	–	0.02%	97
2025 Q2	$418K	Sell	9,875 -67	-0.7%	-$2.69K	0.02%	99
2025 Q1	$410K	Hold	9,942	–	–	0.02%	99
2024 Q4	$407K	Hold	9,942	–	–	0.02%	100
2024 Q3	$414K	Hold	9,942	–	–	0.02%	96
2024 Q2	$390K	Hold	9,942	–	–	0.02%	97
2024 Q1	$407K	Hold	9,942	–	–	0.03%	94
2023 Q4	$370K	Hold	9,942	–	–	0.03%	99
2023 Q3	$338K	Hold	9,942	–	–	0.03%	98
2023 Q2	$354K	Hold	9,942	–	–	0.03%	101
2023 Q1	$333K	Hold	9,942	–	–	0.03%	102
2022 Q4	$333K	Hold	9,942	–	–	0.03%	99
2022 Q3	$294K	Hold	9,942	–	–	0.03%	104
2022 Q2	$314K	Buy	+9,942	New	+$331K	0.03%	107

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

Strategic Financial Services's DFUV Position: Q1 2026 in Review

Strategic Financial Services held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q1 2026 at 9,875 shares worth $479K. The position accounts for 0.02% of the portfolio, ranked #104.

Strategic Financial Services first reported a position in DFUV in Q2 2022 and has held it in 16 quarters since. The position peaked at $499K in Q4 2025. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

Strategic Financial Services held 9,875 shares of Dimensional US Marketwide Value ETF worth $479K as of Q1 2026.
Strategic Financial Services left its Dimensional US Marketwide Value ETF share count unchanged in Q1 2026.
Dimensional US Marketwide Value ETF made up 0.02% of Strategic Financial Services's portfolio in Q1 2026, its #104 holding.
Strategic Financial Services first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 16 quarters since.
Strategic Financial Services's Dimensional US Marketwide Value ETF position peaked at $499K in Q4 2025.
766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on Strategic Financial Services's 13F filing for Q1 2026, filed 8 May 2026.