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

Stratos 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
Q1 		$5.22M Sell
107,689
-1,140
-1% -$55.9K 0.06% 326
2025
Q4 		$5.07M Sell
108,829
-1,329
-1% -$60.3K 0.06% 320
2025
Q3 		$4.92M Buy
110,158
+2,186
+2% +$95.2K 0.06% 318
2025
Q2 		$4.57M Buy
107,972
+43
+0% +$1.73K 0.06% 304
2025
Q1 		$4.45M Sell
107,929
-1,329
-1% -$55.8K 0.07% 282
2024
Q4 		$4.47M Sell
109,258
-4,722
-4% -$200K 0.06% 300
2024
Q3 		$4.75M Sell
113,980
-595
-0.5% -$24K 0.07% 281
2024
Q2 		$4.5M Buy
114,575
+1,444
+1% +$57.1K 0.07% 269
2024
Q1 		$4.63M Buy
113,131
+1,305
+1% +$49.9K 0.08% 254
2023
Q4 		$4.16M Sell
111,826
-303
-0.3% -$10.4K 0.08% 255
2023
Q3 		$3.81M Sell
112,129
-2,360
-2% -$82.7K 0.08% 249
2023
Q2 		$3.95M Buy
114,489
+1,838
+2% +$61.4K 0.09% 231
2023
Q1 		$3.77M Sell
112,651
-954
-0.8% -$32.7K 0.1% 203
2022
Q4 		$3.8M Buy
113,605
+5,558
+5% +$185K 0.1% 211
2022
Q3 		$3.2M Buy
108,047
+94,849
+719% +$3.08M 0.09% 224
2022
Q2 		$417K Buy
+13,198
New +$439K 0.01% 801

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Corient Private Wealth
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
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Creative Planning
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
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Stratos Wealth Partners's DFUV Position: Q1 2026 in Review

Stratos Wealth Partners reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 1% in Q1 2026, selling an estimated $55.9K and leaving 107,689 shares worth $5.22M. The position accounts for 0.06% of the portfolio, ranked #326.

Stratos Wealth Partners first reported a position in DFUV in Q2 2022 and has held it in 16 quarters since. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

  • Stratos Wealth Partners held 107,689 shares of Dimensional US Marketwide Value ETF worth $5.22M as of Q1 2026.
  • Stratos Wealth Partners sold 1,140 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $55.9K.
  • Dimensional US Marketwide Value ETF made up 0.06% of Stratos Wealth Partners's portfolio in Q1 2026, its #326 holding.
  • Stratos Wealth Partners first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 16 quarters since.
  • 766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.