Stonebridge Financial Group, LLC DFUV — DIMENSIONAL ETF TRUST

Ownership history in Stonebridge Financial Group, LLC  ·  7 quarters on record

AI Ownership Summary

Stonebridge Financial Group, LLC reported DIMENSIONAL ETF TRUST (DFUV) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.03% in 2024 Q4. The latest visible filing shows DFUV at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DFUV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Stonebridge Financial Group, LLC's position in DIMENSIONAL ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

DFUV was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DFUV stock page Stonebridge Financial Group, LLC fund profile Stonebridge Financial Group, LLC full holdings
How Stonebridge Financial Group, LLC held DFUV — position size vs. price
% of Fund (quarterly)    DFUV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 5,954 — 0% 0.02% $328K 2026-07-06 $55.09
2026 Q1 UNCHANGED — — — 5,954 — 0% 0.02% $289K 2026-04-08 $49.83
2025 Q4 UNCHANGED — — — 5,954 — 0% 0.02% $277K 2026-01-21 $48.50
2025 Q3 UNCHANGED — — — 5,954 — 0% 0.02% $266K 2025-10-20 $44.33
2025 Q2 UNCHANGED — — — 5,954 — 0% 0.02% $252K 2025-07-24 $42.69
2025 Q1 UNCHANGED — — — 5,954 — 0% 0.03% $245K 2025-04-25 $38.38
2024 Q4 INITIATED — — — 5,954 — — 0.03% $244K 2025-01-29 $41.89

🏢 Other funds also holding DFUV

As of 2026 Q2 — sorted by position size

Trust Co of the South 13.34% Versant Capital Management, Inc 3Y 7Y 1.0% COLLECTIVE FAMILY OFFICE LLC 3Y 0.16% Hilltop National Bank 0.03% ANDERSON HOAGLAND & CO 3Y 7Y 0.02% CGN Advisors LLC 3Y 0.02% CX Institutional 3Y 7Y 0.01%

FAQ About Stonebridge Financial Group, LLC and DFUV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Stonebridge Financial Group, LLC reported owning DFUV?

Stonebridge Financial Group, LLC reported DFUV across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported DFUV position in Stonebridge Financial Group, LLC's portfolio?

The largest reported portfolio weight for DFUV was 0.03% in 2024 Q4.

What is the latest reported DFUV position on this page?

The most recent filing on this page is 2026 Q2, when Stonebridge Financial Group, LLC reported 5,954 shares, equal to 0.02% of portfolio, with an estimated market value of $328K.

What does the chart on this DFUV ownership page compare?

The chart compares Stonebridge Financial Group, LLC's quarterly DFUV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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