Strathmore Capital Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Strathmore Capital Advisors’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	$9.03M	Sell	163,674 -4,456	-3%	-$234K	2.43%	8
2026 Q1	$8.6M	Sell	168,130 -146	-0.1%	-$7.16K	2.43%	8
2025 Q4	$7.84M	Sell	168,276 -6,465	-4%	-$293K	2.57%	6
2025 Q3	$7.81M	Sell	174,741 -2,702	-2%	-$118K	3.2%	6
2025 Q2	$7.61M	Buy	+177,443	New	+$7.13M	3.37%	6
2024 Q4	$7.79M	Buy	+190,437	New	+$8.08M	5.67%	6

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 $104B AUM 28.3% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Strathmore Capital Advisors's DFUV Position: Q2 2026 in Review

Strathmore Capital Advisors reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 2.7% in Q2 2026, selling an estimated $234K and leaving 163,674 shares worth $9.03M. The position accounts for 2.43% of the portfolio, ranked #8.

Strathmore Capital Advisors first reported a position in DFUV in Q4 2024 and has held it in 6 quarters since. 800 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Strathmore Capital Advisors held 163,674 shares of Dimensional US Marketwide Value ETF worth $9.03M as of Q2 2026.
Strathmore Capital Advisors sold 4,456 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $234K.
Dimensional US Marketwide Value ETF made up 2.43% of Strathmore Capital Advisors's portfolio in Q2 2026, its #8 holding.
Strathmore Capital Advisors first reported a position in Dimensional US Marketwide Value ETF in Q4 2024 and has held it in 6 quarters since.
800 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Strathmore Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.