Sunbelt Securities’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Sunbelt Securities’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	$305K	Buy	+6,288	New	+$308K	0.02%	523

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

Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 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

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Sunbelt Securities's DFUV Position: Q1 2026 in Review

Sunbelt Securities opened a new position in Dimensional US Marketwide Value ETF (DFUV) in Q1 2026: 6,288 shares worth $305K. The stake represents 0.02% of the portfolio and ranks #523 among its holdings.

768 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

Sunbelt Securities held 6,288 shares of Dimensional US Marketwide Value ETF worth $305K as of Q1 2026.
Dimensional US Marketwide Value ETF was a new Sunbelt Securities position in Q1 2026.
Dimensional US Marketwide Value ETF made up 0.02% of Sunbelt Securities's portfolio in Q1 2026, its #523 holding.
768 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.