ALWM
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Andrews Lucia Wealth Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Andrews Lucia 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 		$14.8M Buy
269,708
+9,277
+4% +$487K 7.76% 2
2026
Q1 		$12.6M Buy
260,431
+1,298
+0.5% +$63.7K 7.54% 3
2025
Q4 		$12.1M Sell
259,133
-44,195
-15% -$2M 7.18% 3
2025
Q3 		$13.6M Sell
303,328
-6,798
-2% -$296K 8.17% 3
2025
Q2 		$13.1M Sell
310,126
-61,430
-17% -$2.47M 8.52% 3
2025
Q1 		$15.2M Buy
371,556
+1,215
+0.3% +$51K 10.21% 2
2024
Q4 		$15.4M Sell
370,341
-3,133
-0.8% -$133K 10.31% 2
2024
Q3 		$14.7M Buy
373,474
+5,156
+1% +$208K 10.39% 2
2024
Q2 		$15.1M Hold
368,318
– – 10.53% 2
2024
Q1 		$15.1M Buy
368,318
+2,260
+0.6% +$86.3K 10.73% 2
2023
Q4 		$13.6M Sell
366,058
-1,457
-0.4% -$50.2K 10.51% 2
2023
Q3 		$12.5M Buy
367,515
+2,582
+0.7% +$90.5K 10.75% 2
2023
Q2 		$12.6M Buy
364,933
+5,801
+2% +$194K 10.47% 2
2023
Q1 		$12M Buy
359,132
+6,249
+2% +$214K 10.65% 2
2022
Q4 		$11.8M Buy
352,883
+9,645
+3% +$321K 10.99% 2
2022
Q3 		$10.2M Buy
+343,238
New +$11.2M 10.71% 2

Other funds holding DFUV

TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
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
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Andrews Lucia Wealth Management's DFUV Position: Q2 2026 in Review

Andrews Lucia Wealth Management increased its Dimensional US Marketwide Value ETF (DFUV) stake by 3.6% in Q2 2026, buying an estimated $487K and bringing the position to 269,708 shares worth $14.8M. The position accounts for 7.76% of the portfolio, ranked #2.

Andrews Lucia Wealth Management first reported a position in DFUV in Q3 2022 and has held it in 16 quarters since. The position peaked at $15.4M in Q4 2024. 359 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Andrews Lucia Wealth Management held 269,708 shares of Dimensional US Marketwide Value ETF worth $14.8M as of Q2 2026.
  • Andrews Lucia Wealth Management bought 9,277 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $487K.
  • Dimensional US Marketwide Value ETF made up 7.76% of Andrews Lucia Wealth Management's portfolio in Q2 2026, its #2 holding.
  • Andrews Lucia Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q3 2022 and has held it in 16 quarters since.
  • Andrews Lucia Wealth Management's Dimensional US Marketwide Value ETF position peaked at $15.4M in Q4 2024.
  • 359 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Andrews Lucia Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.