Apella Capital’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Apella Capital’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	$58.8M	Sell	1,070,075 -4,864	-0.5%	-$255K	0.83%	27
2026 Q1	$54.7M	Buy	1,074,939 +336,721	+46%	+$16.5M	0.81%	26
2025 Q4	$34.4M	Sell	738,218 -83,685	-10%	-$3.8M	0.68%	39
2025 Q3	$36.3M	Sell	821,903 -11,269	-1%	-$491K	0.81%	33
2025 Q2	$35.6M	Buy	833,172 +347,714	+72%	+$14M	0.96%	24
2025 Q1	$18.9M	Sell	485,458 -1,051	-0.2%	-$44.1K	0.65%	34
2024 Q4	$19.9M	Sell	486,509 -3,428	-0.7%	-$146K	0.76%	27
2024 Q3	$20.3M	Sell	489,937 -4,376	-0.9%	-$177K	0.84%	29
2024 Q2	$19.3M	Buy	494,313 +62,295	+14%	+$2.46M	0.86%	29
2024 Q1	$17.5M	Sell	432,018 -3,741	-0.9%	-$143K	0.88%	29
2023 Q4	$16M	Buy	435,759 +2,065	+0.5%	+$71.1K	0.89%	30
2023 Q3	$14.8M	Sell	433,694 -8,324	-2%	-$292K	1.04%	27
2023 Q2	$15.2M	Buy	+442,018	New	+$14.8M	1.09%	28
2022 Q4	$15.2M	Sell	453,073 -922	-0.2%	-$30.6K	1.38%	22
2022 Q3	$13.4M	Sell	453,995 -2,032	-0.4%	-$66.1K	1.56%	20
2022 Q2	$14.4M	Buy	+456,027	New	+$15.2M	1.72%	18

Other funds holding DFUV

Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

ShankerValleau Wealth Advisors Skokie, Illinois $380M AUM 12.86% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return