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

Ariadne 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 		$8.96M Buy
162,935
+10
+0% +$525 3.96% 1
2026
Q1 		$7.9M Buy
162,925
+11
+0% +$540 3.54% 2
2025
Q4 		$8.14M Sell
162,914
-924
-0.6% -$41.9K 3.36% 2
2025
Q3 		$7.4M Sell
163,838
-3,011
-2% -$131K 3.32% 2
2025
Q2 		$7.28M Sell
166,849
-36,467
-18% -$1.46M 3.48% 2
2025
Q1 		$8.16M Sell
203,316
-1,628
-0.8% -$68.3K 4.26% 1
2024
Q4 		$8.74M Buy
204,944
+25,986
+15% +$1.1M 4% 3
2024
Q3 		$7.76M Sell
178,958
-2,124
-1% -$85.8K 4.23% 2
2024
Q2 		$7.11M Buy
+181,082
New +$7.16M 5.5% 1

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Ariadne Wealth Management's DFUV Position: Q2 2026 in Review

Ariadne Wealth Management increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.01% in Q2 2026, buying an estimated $525 and bringing the position to 162,935 shares worth $8.96M. The position accounts for 3.96% of the portfolio, ranked #1.

Ariadne Wealth Management first reported a position in DFUV in Q2 2024 and has held it in 9 quarters since. 801 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Ariadne Wealth Management held 162,935 shares of Dimensional US Marketwide Value ETF worth $8.96M as of Q2 2026.
  • Ariadne Wealth Management bought 10 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $525.
  • Dimensional US Marketwide Value ETF made up 3.96% of Ariadne Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Ariadne Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q2 2024 and has held it in 9 quarters since.
  • 801 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Ariadne Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.