Arbor Wealth Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Arbor Wealth 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 Q3	$989K	Hold	17,986	–	–	0.62%	25
2026 Q2	$989K	Hold	17,986	–	–	0.6%	26
2026 Q1	$872K	Sell	17,986 -615	-3%	-$30.2K	0.61%	26
2025 Q4	$867K	Sell	18,601 -550	-3%	-$24.9K	0.62%	27
2025 Q3	$856K	Sell	19,151 -1,392	-7%	-$60.6K	0.64%	26
2025 Q2	$869K	Hold	20,543	–	–	0.7%	24
2025 Q1	$847K	Hold	20,543	–	–	0.76%	20
2024 Q4	$841K	Hold	20,543	–	–	0.75%	21
2024 Q3	$856K	Hold	20,543	–	–	0.77%	22
2024 Q2	$807K	Sell	20,543 -3,800	-16%	-$150K	0.8%	20
2024 Q1	$996K	Hold	24,343	–	–	0.94%	19
2023 Q4	$906K	Buy	+24,343	New	+$838K	0.93%	18

Other funds holding DFUV

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return

Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return

Porter White Investment Advisors Birmingham, Alabama $161M AUM 13.97% 1-Year Est. Return

Disciplined Equity Management Neptune Beach, Florida $227M AUM 20.15% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Arbor Wealth Advisors's DFUV Position: Q3 2026 in Review

Arbor Wealth Advisors held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q3 2026 at 17,986 shares worth $989K. The position accounts for 0.62% of the portfolio, ranked #25.

Arbor Wealth Advisors first reported a position in DFUV in Q4 2023 and has held it in 12 quarters since. The position peaked at $996K in Q1 2024. 213 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

Arbor Wealth Advisors held 17,986 shares of Dimensional US Marketwide Value ETF worth $989K as of Q3 2026.
Arbor Wealth Advisors left its Dimensional US Marketwide Value ETF share count unchanged in Q3 2026.
Dimensional US Marketwide Value ETF made up 0.62% of Arbor Wealth Advisors's portfolio in Q3 2026, its #25 holding.
Arbor Wealth Advisors first reported a position in Dimensional US Marketwide Value ETF in Q4 2023 and has held it in 12 quarters since.
Arbor Wealth Advisors's Dimensional US Marketwide Value ETF position peaked at $996K in Q1 2024.
213 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

Based on Arbor Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.