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Anderson Hoagland & Co’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Anderson Hoagland & Co’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 		$237K Hold
4,303
– – 0.02% 132
2026
Q1 		$209K Hold
4,303
– – 0.02% 134
2025
Q4 		$200K Buy
+4,303
New +$195K 0.02% 141
2025
Q3 		– Sell
-5,419
Closed -$229K – 141
2025
Q2 		$229K Buy
+5,419
New +$218K 0.02% 142
2025
Q1 		– Sell
-5,419
Closed -$231K – 137
2024
Q4 		$231K Buy
+5,419
New +$230K 0.02% 134

Other funds holding DFUV

EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TCOTS
Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return
KAM
KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return

Anderson Hoagland & Co's DFUV Position: Q2 2026 in Review

Anderson Hoagland & Co held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 4,303 shares worth $237K. The position accounts for 0.02% of the portfolio, ranked #132.

Anderson Hoagland & Co first reported a position in DFUV in Q4 2024 and has held it in 5 quarters since. 147 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Anderson Hoagland & Co held 4,303 shares of Dimensional US Marketwide Value ETF worth $237K as of Q2 2026.
  • Anderson Hoagland & Co left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
  • Dimensional US Marketwide Value ETF made up 0.02% of Anderson Hoagland & Co's portfolio in Q2 2026, its #132 holding.
  • Anderson Hoagland & Co first reported a position in Dimensional US Marketwide Value ETF in Q4 2024 and has held it in 5 quarters since.
  • 147 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Anderson Hoagland & Co's 13F filing for Q2 2026, filed 6 Jul 2026.