49 Wealth Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

49 Wealth Management’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	–	Sell	-9,013	Closed	-$437K	–	218
2026 Q1	$437K	Hold	9,013	–	–	0.03%	124
2025 Q4	$420K	Hold	9,013	–	–	0.03%	128
2025 Q3	$403K	Hold	9,013	–	–	0.04%	115
2025 Q2	$381K	Hold	9,013	–	–	0.04%	107
2025 Q1	$371K	Buy	9,013 +36	+0.4%	+$1.51K	0.04%	115
2024 Q4	$367K	Hold	8,977	–	–	0.05%	101
2024 Q3	$374K	Hold	8,977	–	–	0.06%	102
2024 Q2	$351K	Hold	8,977	–	–	0.07%	104
2024 Q1	$366K	Hold	8,977	–	–	0.08%	78
2023 Q4	$334K	Buy	+8,977	New	+$309K	0.09%	74

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

49 Wealth Management's DFUV Position: Q2 2026 in Review

49 Wealth Management sold out of Dimensional US Marketwide Value ETF (DFUV) in Q2 2026, closing a stake of 9,013 shares — an estimated $437K sold.

49 Wealth Management first reported a position in DFUV in Q4 2023 and held it in 10 quarters. The position peaked at $437K in Q1 2026. 800 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

49 Wealth Management reported no remaining Dimensional US Marketwide Value ETF position as of Q2 2026 after selling out during the quarter.
49 Wealth Management sold 9,013 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $437K.
49 Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q4 2023 and held it in 10 quarters.
49 Wealth Management's Dimensional US Marketwide Value ETF position peaked at $437K in Q1 2026.
800 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on 49 Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.