UCFA
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United Capital Financial Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

United Capital Financial 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 		$5.1M Buy
105,257
+40
+0% +$1.96K 0.03% 357
2025
Q4 		$4.9M Sell
105,217
-1,071
-1% -$48.6K 0.03% 357
2025
Q3 		$4.75M Sell
106,288
-408
-0.4% -$17.8K 0.03% 314
2025
Q2 		$4.51M Sell
106,696
-3,335
-3% -$134K 0.04% 296
2025
Q1 		$4.53M Sell
110,031
-1,154
-1% -$48.4K 0.04% 283
2024
Q4 		$4.55M Buy
111,185
+13,016
+13% +$552K 0.04% 273
2024
Q3 		$4.09M Buy
98,169
+74
+0.1% +$2.99K 0.03% 297
2024
Q2 		$3.85M Sell
98,095
-10,197
-9% -$403K 0.03% 302
2024
Q1 		$4.43M Buy
108,292
+64
+0.1% +$2.44K 0.04% 301
2023
Q4 		$4.03M Sell
108,228
-153,971
-59% -$5.3M 0.03% 315
2023
Q3 		$8.92M Sell
262,199
-35
-0% -$1.23K 0.06% 235
2023
Q2 		$9.05M Sell
262,234
-6,099
-2% -$204K 0.05% 248
2023
Q1 		$8.98M Sell
268,333
-8,016
-3% -$274K 0.05% 250
2022
Q4 		$9.25M Sell
276,349
-3,599
-1% -$120K 0.05% 252
2022
Q3 		$8.29M Sell
279,948
-414
-0.1% -$13.5K 0.05% 260
2022
Q2 		$8.86M Buy
+280,362
New +$9.33M 0.05% 268

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Corient Private Wealth
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
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

United Capital Financial Advisors's DFUV Position: Q1 2026 in Review

United Capital Financial Advisors increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.04% in Q1 2026, buying an estimated $1.96K and bringing the position to 105,257 shares worth $5.1M. The position accounts for 0.03% of the portfolio, ranked #357.

United Capital Financial Advisors first reported a position in DFUV in Q2 2022 and has held it in 16 quarters since. The position peaked at $9.25M in Q4 2022. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

  • United Capital Financial Advisors held 105,257 shares of Dimensional US Marketwide Value ETF worth $5.1M as of Q1 2026.
  • United Capital Financial Advisors bought 40 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $1.96K.
  • Dimensional US Marketwide Value ETF made up 0.03% of United Capital Financial Advisors's portfolio in Q1 2026, its #357 holding.
  • United Capital Financial Advisors first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 16 quarters since.
  • United Capital Financial Advisors's Dimensional US Marketwide Value ETF position peaked at $9.25M in Q4 2022.
  • 766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.