AWM
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Aprio Wealth Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Aprio 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 		– Sell
-4,853
Closed -$235K – 641
2026
Q1 		$235K Buy
+4,853
New +$238K 0.01% 562

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IFA
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FPAS
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Northern Trust
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Creative Planning
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HighTower Advisors
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TWA
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Corient Private Wealth
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Aprio Wealth Management's DFUV Position: Q2 2026 in Review

Aprio Wealth Management sold out of Dimensional US Marketwide Value ETF (DFUV) in Q2 2026, closing a stake of 4,853 shares — an estimated $235K sold.

Aprio Wealth Management first reported a position in DFUV in Q1 2026 and held it in 1 quarter. The position peaked at $235K in Q1 2026. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Aprio Wealth Management reported no remaining Dimensional US Marketwide Value ETF position as of Q2 2026 after selling out during the quarter.
  • Aprio Wealth Management sold 4,853 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $235K.
  • Aprio Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q1 2026 and held it in 1 quarter.
  • Aprio Wealth Management's Dimensional US Marketwide Value ETF position peaked at $235K in Q1 2026.
  • 797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.