SAM
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Summit Asset Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Summit Asset Management’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 		$503K Buy
9,136
+31
+0.3% +$1.63K 0.06% 110
2026
Q1 		$441K Buy
9,105
+33
+0.4% +$1.62K 0.06% 117
2025
Q4 		$423K Buy
9,072
+31
+0.3% +$1.41K 0.06% 118
2025
Q3 		$404K Buy
9,041
+40
+0.4% +$1.74K 0.06% 120
2025
Q2 		$381K Buy
9,001
+42
+0.5% +$1.69K 0.06% 123
2025
Q1 		$369K Buy
8,959
+36
+0.4% +$1.51K 0.06% 122
2024
Q4 		$365K Buy
8,923
+38
+0.4% +$1.61K 0.06% 121
2024
Q3 		$370K Buy
8,885
+38
+0.4% +$1.54K 0.07% 118
2024
Q2 		$347K Buy
8,847
+40
+0.5% +$1.58K 0.07% 114
2024
Q1 		$360K Buy
8,807
+31
+0.4% +$1.18K 0.08% 111
2023
Q4 		$327K Buy
8,776
+34
+0.4% +$1.17K 0.08% 116
2023
Q3 		$297K Buy
8,742
+45
+0.5% +$1.58K 0.08% 118
2023
Q2 		$300K Buy
8,697
+44
+0.5% +$1.47K 0.08% 119
2023
Q1 		$290K Buy
8,653
+39
+0.5% +$1.33K 0.08% 123
2022
Q4 		$288K Buy
8,614
+34
+0.4% +$1.13K 0.08% 123
2022
Q3 		$254K Buy
8,580
+46
+0.5% +$1.5K 0.08% 125
2022
Q2 		$270K Buy
+8,534
New +$284K 0.08% 124

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Focus Partners Wealth
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
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HighTower Advisors
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
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return

Summit Asset Management's DFUV Position: Q2 2026 in Review

Summit Asset Management increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.34% in Q2 2026, buying an estimated $1.63K and bringing the position to 9,136 shares worth $503K. The position accounts for 0.06% of the portfolio, ranked #110.

Summit Asset Management first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Summit Asset Management held 9,136 shares of Dimensional US Marketwide Value ETF worth $503K as of Q2 2026.
  • Summit Asset Management bought 31 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $1.63K.
  • Dimensional US Marketwide Value ETF made up 0.06% of Summit Asset Management's portfolio in Q2 2026, its #110 holding.
  • Summit Asset Management first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
  • 797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Summit Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.