SP
DFUV icon

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

Symmetry 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 		$28.5M Sell
517,258
-28,991
-5% -$1.52M 1.45% 20
2026
Q1 		$26.5M Sell
546,249
-39,796
-7% -$1.95M 1.51% 19
2025
Q4 		$27.3M Sell
586,045
-42,446
-7% -$1.93M 1.62% 19
2025
Q3 		$28.1M Sell
628,491
-17,174
-3% -$748K 3.06% 8
2025
Q2 		$27.3M Sell
645,665
-31,743
-5% -$1.27M 3.36% 6
2025
Q1 		$27.9M Sell
677,408
-44,536
-6% -$1.87M 3.88% 6
2024
Q4 		$29.5M Buy
721,944
+109,370
+18% +$4.64M 4.2% 5
2024
Q3 		$25.5M Sell
612,574
-558,444
-48% -$22.6M 6.05% 3
2024
Q2 		$46M Buy
1,171,018
+84,374
+8% +$3.34M 2.37% 13
2024
Q1 		$44.4M Sell
1,086,644
-231,990
-18% -$8.86M 3.48% 3
2023
Q4 		$49.1M Sell
1,318,634
-55,549
-4% -$1.91M 2.65% 10
2023
Q3 		$46.8M Sell
1,374,183
-58,000
-4% -$2.03M 2.53% 10
2023
Q2 		$49.4M Sell
1,432,183
-41,264
-3% -$1.38M 2.62% 8
2023
Q1 		$48.9M Sell
1,473,447
-32,136
-2% -$1.1M 2.7% 7
2022
Q4 		$50.4M Sell
1,505,583
-38,622
-3% -$1.28M 2.98% 7
2022
Q3 		$45.7M Sell
1,544,205
-60,652
-4% -$1.97M 3.08% 7
2022
Q2 		$50.7M Buy
+1,604,857
New +$53.4M 3.41% 7

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

Symmetry Partners's DFUV Position: Q2 2026 in Review

Symmetry Partners reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 5.3% in Q2 2026, selling an estimated $1.52M and leaving 517,258 shares worth $28.5M. The position accounts for 1.45% of the portfolio, ranked #20.

Symmetry Partners first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. The position peaked at $50.7M in Q2 2022. 800 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Symmetry Partners held 517,258 shares of Dimensional US Marketwide Value ETF worth $28.5M as of Q2 2026.
  • Symmetry Partners sold 28,991 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $1.52M.
  • Dimensional US Marketwide Value ETF made up 1.45% of Symmetry Partners's portfolio in Q2 2026, its #20 holding.
  • Symmetry Partners first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
  • Symmetry Partners's Dimensional US Marketwide Value ETF position peaked at $50.7M in Q2 2022.
  • 800 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Symmetry Partners's 13F filing for Q2 2026, filed 23 Jul 2026.