Trifecta Capital Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Trifecta Capital Advisors’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	$117K	Hold	2,127	–	–	0.02%	141
2026 Q1	$103K	Hold	2,127	–	–	0.02%	143
2025 Q4	$99.1K	Hold	2,127	–	–	0.01%	140
2025 Q3	$95.1K	Hold	2,127	–	–	0.01%	144
2025 Q2	$89.9K	Hold	2,127	–	–	0.02%	147
2025 Q1	$87.7K	Hold	2,127	–	–	0.02%	110
2024 Q4	$87K	Hold	2,127	–	–	0.02%	112
2024 Q3	$88.7K	Hold	2,127	–	–	0.02%	112
2024 Q2	$83.5K	Hold	2,127	–	–	0.02%	113
2024 Q1	$87K	Hold	2,127	–	–	0.02%	114
2023 Q4	$79.2K	Buy	2,127 +1,052	+98%	+$36.2K	0.02%	114
2023 Q3	$36.6K	Hold	1,075	–	–	0.01%	152
2023 Q2	$37.1K	Hold	1,075	–	–	0.01%	155
2023 Q1	$36K	Hold	1,075	–	–	0.01%	157
2022 Q4	$36K	Buy	+1,075	New	+$35.7K	0.01%	142

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

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 Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Trifecta Capital Advisors's DFUV Position: Q2 2026 in Review

Trifecta Capital Advisors held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 2,127 shares worth $117K. The position accounts for 0.02% of the portfolio, ranked #141.

Trifecta Capital Advisors first reported a position in DFUV in Q4 2022 and has held it in 15 quarters since. 802 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Trifecta Capital Advisors held 2,127 shares of Dimensional US Marketwide Value ETF worth $117K as of Q2 2026.
Trifecta Capital Advisors left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
Dimensional US Marketwide Value ETF made up 0.02% of Trifecta Capital Advisors's portfolio in Q2 2026, its #141 holding.
Trifecta Capital Advisors first reported a position in Dimensional US Marketwide Value ETF in Q4 2022 and has held it in 15 quarters since.
802 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.