Apella Capital
DFUV icon

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
Q3 		$59.5M Buy
1,072,946
+2,871
+0.3% +$161K 0.75% 33
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

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Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Trust Company of the South
Trust Company of the South Greensboro, North Carolina $714M AUM 17.67% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Schoolcraft Capital
Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
Porter White Investment Advisors
Porter White Investment Advisors Birmingham, Alabama $161M AUM 13.97% 1-Year Est. Return
Disciplined Equity Management
Disciplined Equity Management Neptune Beach, Florida $227M AUM 20.15% 1-Year Est. Return
Elser Financial Planning
Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Apella Capital's DFUV Position: Q3 2026 in Review

Apella Capital increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.27% in Q3 2026, buying an estimated $161K and bringing the position to 1,072,946 shares worth $59.5M. The position accounts for 0.75% of the portfolio, ranked #33.

Apella Capital first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. 239 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

  • Apella Capital held 1,072,946 shares of Dimensional US Marketwide Value ETF worth $59.5M as of Q3 2026.
  • Apella Capital bought 2,871 Dimensional US Marketwide Value ETF shares in Q3 2026, an estimated $161K.
  • Dimensional US Marketwide Value ETF made up 0.75% of Apella Capital's portfolio in Q3 2026, its #33 holding.
  • Apella Capital first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
  • 239 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.