Symmetry Partners
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
Q3 		$27M Sell
490,427
-26,831
-5% -$1.51M 1.38% 20
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

Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Index Fund Advisors
Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Symmetry Partners's DFUV Position: Q3 2026 in Review

Symmetry Partners reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 5.2% in Q3 2026, selling an estimated $1.51M and leaving 490,427 shares worth $27M. The position accounts for 1.38% of the portfolio, ranked #20.

Symmetry Partners first reported a position in DFUV in Q2 2022 and has held it in 18 quarters since. The position peaked at $50.7M in Q2 2022. 729 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

  • Symmetry Partners held 490,427 shares of Dimensional US Marketwide Value ETF worth $27M as of Q3 2026.
  • Symmetry Partners sold 26,831 Dimensional US Marketwide Value ETF shares in Q3 2026, an estimated $1.51M.
  • Dimensional US Marketwide Value ETF made up 1.38% of Symmetry Partners's portfolio in Q3 2026, its #20 holding.
  • Symmetry Partners first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 18 quarters since.
  • Symmetry Partners's Dimensional US Marketwide Value ETF position peaked at $50.7M in Q2 2022.
  • 729 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

Based on Symmetry Partners's 13F filing for Q3 2026, filed 27 Oct 2026.