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Strategic Investment Solutions’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Strategic Investment Solutions’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 		$8.43M Buy
153,175
+23,052
+18% +$1.21M 1.93% 11
2026
Q1 		$6.31M Sell
130,123
-489
-0.4% -$24K 1.52% 15
2025
Q4 		$6.09M Sell
130,612
-15,114
-10% -$686K 1.46% 15
2025
Q3 		$6.51M Sell
145,726
-21,986
-13% -$958K 1.72% 11
2025
Q2 		$7.09M Sell
167,712
-45,429
-21% -$1.82M 2.14% 10
2025
Q1 		$8.78M Sell
213,141
-51,263
-19% -$2.15M 2.55% 10
2024
Q4 		$10.1M Buy
264,404
+53,184
+25% +$2.26M 3.37% 9
2024
Q3 		$8.81M Sell
211,220
-7,132
-3% -$288K 2.64% 9
2024
Q2 		$9.02M Buy
+218,352
New +$8.64M 2.91% 9
2023
Q4 		$10.7M Sell
287,311
-6,424,272
-96% -$221M 1.86% 12
2023
Q3 		$235M Buy
6,711,583
+6,617,974
+7,070% +$232M 2.9% 7
2023
Q2 		$3.1M Sell
93,609
-179,587
-66% -$6M 0.64% 16
2023
Q1 		$9.15M Sell
273,196
-5,252
-2% -$180K 1.79% 13
2022
Q4 		$9.98M Buy
+278,448
New +$9.25M 4.92% 5

Other funds holding DFUV

EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TCOTS
Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return
KAM
KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return

Strategic Investment Solutions's DFUV Position: Q2 2026 in Review

Strategic Investment Solutions increased its Dimensional US Marketwide Value ETF (DFUV) stake by 18% in Q2 2026, buying an estimated $1.21M and bringing the position to 153,175 shares worth $8.43M. The position accounts for 1.93% of the portfolio, ranked #11.

Strategic Investment Solutions first reported a position in DFUV in Q4 2022 and has held it in 14 quarters since. The position peaked at $235M in Q3 2023. 208 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Strategic Investment Solutions held 153,175 shares of Dimensional US Marketwide Value ETF worth $8.43M as of Q2 2026.
  • Strategic Investment Solutions bought 23,052 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $1.21M.
  • Dimensional US Marketwide Value ETF made up 1.93% of Strategic Investment Solutions's portfolio in Q2 2026, its #11 holding.
  • Strategic Investment Solutions first reported a position in Dimensional US Marketwide Value ETF in Q4 2022 and has held it in 14 quarters since.
  • Strategic Investment Solutions's Dimensional US Marketwide Value ETF position peaked at $235M in Q3 2023.
  • 208 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.