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

Wick Capital 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	$1.56M	Hold	28,339	–	–	0.24%	45
2026 Q1	$1.37M	Hold	28,339	–	–	0.25%	48
2025 Q4	$1.32M	Hold	28,339	–	–	0.24%	50
2025 Q3	$1.27M	Buy	28,339 +26,765	+1,700%	+$1.17M	0.3%	45
2025 Q2	$1.2M	Sell	1,574 -26,765	-94%	-$1.07M	0.31%	41
2025 Q1	$1.17M	Buy	28,339 +5,429	+24%	+$228K	0.35%	37
2024 Q4	$937K	Buy	+22,910	New	+$972K	0.28%	38

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

Wick Capital Partners's DFUV Position: Q2 2026 in Review

Wick Capital Partners held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 28,339 shares worth $1.56M. The position accounts for 0.24% of the portfolio, ranked #45.

Wick Capital Partners first reported a position in DFUV in Q4 2024 and has held it in 7 quarters since. 802 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Wick Capital Partners held 28,339 shares of Dimensional US Marketwide Value ETF worth $1.56M as of Q2 2026.
Wick Capital Partners left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
Dimensional US Marketwide Value ETF made up 0.24% of Wick Capital Partners's portfolio in Q2 2026, its #45 holding.
Wick Capital Partners first reported a position in Dimensional US Marketwide Value ETF in Q4 2024 and has held it in 7 quarters since.
802 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Wick Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.