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 Q3	$8.84M	Sell	160,765 -2,170	-1%	-$122K	3.87%	1
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

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

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

Ariadne Wealth Management's DFUV Position: Q3 2026 in Review

Ariadne Wealth Management reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 1.3% in Q3 2026, selling an estimated $122K and leaving 160,765 shares worth $8.84M. The position accounts for 3.87% of the portfolio, ranked #1.

Ariadne Wealth Management first reported a position in DFUV in Q2 2024 and has held it in 10 quarters since. The position peaked at $8.96M in Q2 2026. 578 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

Ariadne Wealth Management held 160,765 shares of Dimensional US Marketwide Value ETF worth $8.84M as of Q3 2026.
Ariadne Wealth Management sold 2,170 Dimensional US Marketwide Value ETF shares in Q3 2026, an estimated $122K.
Dimensional US Marketwide Value ETF made up 3.87% of Ariadne Wealth Management's portfolio in Q3 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 10 quarters since.
Ariadne Wealth Management's Dimensional US Marketwide Value ETF position peaked at $8.96M in Q2 2026.
578 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

Based on Ariadne Wealth Management's 13F filing for Q3 2026, filed 6 Nov 2026.