AWA
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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
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

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
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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return
KAM
KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return

Arbor Wealth Advisors's DFUV Position: Q2 2026 in Review

Arbor Wealth Advisors held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 17,986 shares worth $989K. The position accounts for 0.6% of the portfolio, ranked #26.

Arbor Wealth Advisors first reported a position in DFUV in Q4 2023 and has held it in 11 quarters since. The position peaked at $996K in Q1 2024. 147 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Arbor Wealth Advisors held 17,986 shares of Dimensional US Marketwide Value ETF worth $989K as of Q2 2026.
  • Arbor Wealth Advisors left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
  • Dimensional US Marketwide Value ETF made up 0.6% of Arbor Wealth Advisors's portfolio in Q2 2026, its #26 holding.
  • Arbor Wealth Advisors first reported a position in Dimensional US Marketwide Value ETF in Q4 2023 and has held it in 11 quarters since.
  • Arbor Wealth Advisors's Dimensional US Marketwide Value ETF position peaked at $996K in Q1 2024.
  • 147 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Arbor Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.