ARA
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Approach Retirement Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Approach Retirement Advisors’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 		$526K Buy
9,555
+147
+2% +$7.72K 0.38% 46
2026
Q1 		$456K Hold
9,408
– – 0.38% 48
2025
Q4 		$438K Buy
+9,408
New +$427K 0.38% 48

Other funds holding DFUV

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
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
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 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

Approach Retirement Advisors's DFUV Position: Q2 2026 in Review

Approach Retirement Advisors increased its Dimensional US Marketwide Value ETF (DFUV) stake by 1.6% in Q2 2026, buying an estimated $7.72K and bringing the position to 9,555 shares worth $526K. The position accounts for 0.38% of the portfolio, ranked #46.

Approach Retirement Advisors first reported a position in DFUV in Q4 2025 and has held it in 3 quarters since. 495 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Approach Retirement Advisors held 9,555 shares of Dimensional US Marketwide Value ETF worth $526K as of Q2 2026.
  • Approach Retirement Advisors bought 147 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $7.72K.
  • Dimensional US Marketwide Value ETF made up 0.38% of Approach Retirement Advisors's portfolio in Q2 2026, its #46 holding.
  • Approach Retirement Advisors first reported a position in Dimensional US Marketwide Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 495 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Approach Retirement Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.