U.S. Capital Wealth Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

U.S. Capital Wealth 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 Q1	$737K	Hold	15,205	–	–	0.02%	587
2025 Q4	$708K	Hold	15,205	–	–	0.02%	569
2025 Q3	$680K	Hold	15,205	–	–	0.02%	559
2025 Q2	$643K	Buy	15,205 +235	+2%	+$9.44K	0.02%	540
2025 Q1	$617K	Hold	14,970	–	–	0.02%	537
2024 Q4	$613K	Hold	14,970	–	–	0.02%	519
2024 Q3	$624K	Hold	14,970	–	–	0.02%	428
2024 Q2	$588K	Sell	14,970 -152	-1%	-$6.01K	0.02%	423
2024 Q1	$618K	Sell	15,122 -1,586	-9%	-$60.6K	0.02%	422
2023 Q4	$622K	Hold	16,708	–	–	0.02%	410
2023 Q3	$568K	Sell	16,708 -305	-2%	-$10.7K	0.03%	409
2023 Q2	$587K	Hold	17,013	–	–	0.03%	411
2023 Q1	$570K	Sell	17,013 -743	-4%	-$25.4K	0.03%	403
2022 Q4	$594K	Hold	17,756	–	–	0.03%	423
2022 Q3	$526K	Hold	17,756	–	–	0.03%	430
2022 Q2	$561K	Buy	+17,756	New	+$591K	0.02%	438

Other funds holding DFUV

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

U.S. Capital Wealth Advisors's DFUV Position: Q1 2026 in Review

U.S. Capital Wealth Advisors held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q1 2026 at 15,205 shares worth $737K. The position accounts for 0.02% of the portfolio, ranked #587.

U.S. Capital Wealth Advisors first reported a position in DFUV in Q2 2022 and has held it in 16 quarters since. 768 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

U.S. Capital Wealth Advisors held 15,205 shares of Dimensional US Marketwide Value ETF worth $737K as of Q1 2026.
U.S. Capital Wealth Advisors left its Dimensional US Marketwide Value ETF share count unchanged in Q1 2026.
Dimensional US Marketwide Value ETF made up 0.02% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #587 holding.
U.S. Capital Wealth Advisors first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 16 quarters since.
768 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.