Strategic Wealth Partners’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Strategic Wealth Partners’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	$250K	Hold	4,545	–	–	0.02%	282
2026 Q1	$220K	Hold	4,545	–	–	0.02%	294
2025 Q4	$212K	Hold	4,545	–	–	0.01%	309
2025 Q3	$203K	Sell	4,545 -503	-10%	-$21.9K	0.02%	334
2025 Q2	$213K	Buy	+5,048	New	+$203K	0.02%	308
2024 Q4	$216K	Hold	5,048	–	–	0.02%	298
2024 Q3	$210K	Sell	5,048 -247	-5%	-$9.98K	0.02%	283
2024 Q2	$208K	Hold	5,295	–	–	0.02%	279
2024 Q1	$217K	Buy	+5,295	New	+$202K	0.02%	264

Other funds holding DFUV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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 Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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 Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return

Strategic Wealth Partners's DFUV Position: Q2 2026 in Review

Strategic Wealth Partners held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 4,545 shares worth $250K. The position accounts for 0.02% of the portfolio, ranked #282.

Strategic Wealth Partners first reported a position in DFUV in Q1 2024 and has held it in 9 quarters since. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Strategic Wealth Partners held 4,545 shares of Dimensional US Marketwide Value ETF worth $250K as of Q2 2026.
Strategic Wealth Partners left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
Dimensional US Marketwide Value ETF made up 0.02% of Strategic Wealth Partners's portfolio in Q2 2026, its #282 holding.
Strategic Wealth Partners first reported a position in Dimensional US Marketwide Value ETF in Q1 2024 and has held it in 9 quarters since.
797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.