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Stonebridge Financial Group, LLC/CA’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Stonebridge Financial Group, LLC/CA’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 		$342K Buy
+6,218
New +$326K 0.05% 214

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FPAS
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Northern Trust
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Creative Planning
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HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TWA
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Corient Private Wealth
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EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Stonebridge Financial Group, LLC/CA's DFUV Position: Q2 2026 in Review

Stonebridge Financial Group, LLC/CA opened a new position in Dimensional US Marketwide Value ETF (DFUV) in Q2 2026: 6,218 shares worth $342K. The stake represents 0.05% of the portfolio and ranks #214 among its holdings.

707 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Stonebridge Financial Group, LLC/CA held 6,218 shares of Dimensional US Marketwide Value ETF worth $342K as of Q2 2026.
  • Dimensional US Marketwide Value ETF was a new Stonebridge Financial Group, LLC/CA position in Q2 2026.
  • Dimensional US Marketwide Value ETF made up 0.05% of Stonebridge Financial Group, LLC/CA's portfolio in Q2 2026, its #214 holding.
  • 707 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Stonebridge Financial Group, LLC/CA's 13F filing for Q2 2026, filed 13 Aug 2026.