Aspect Partners’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Aspect Partners’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	$123K	Hold	2,244	–	–	0.05%	105
2026 Q2	$123K	Hold	2,244	–	–	0.05%	100
2026 Q1	$109K	Hold	2,244	–	–	0.04%	102
2025 Q4	$105K	Hold	2,244	–	–	0.05%	104
2025 Q3	$100K	Hold	2,244	–	–	0.05%	113
2025 Q2	$94.9K	Hold	2,244	–	–	0.05%	118
2025 Q1	$92.5K	Hold	2,244	–	–	0.05%	101
2024 Q4	$91.8K	Hold	2,244	–	–	0.05%	103
2024 Q3	$93.6K	Buy	+2,244	New	+$90.7K	0.05%	94

Other funds holding DFUV

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

Trust Company of the South Greensboro, North Carolina $714M AUM 17.67% 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

Aspect Partners's DFUV Position: Q3 2026 in Review

Aspect Partners held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q3 2026 at 2,244 shares worth $123K. The position accounts for 0.05% of the portfolio, ranked #105.

Aspect Partners first reported a position in DFUV in Q3 2024 and has held it in 9 quarters since. The position peaked at $123K in Q2 2026. 256 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

Aspect Partners held 2,244 shares of Dimensional US Marketwide Value ETF worth $123K as of Q3 2026.
Aspect Partners left its Dimensional US Marketwide Value ETF share count unchanged in Q3 2026.
Dimensional US Marketwide Value ETF made up 0.05% of Aspect Partners's portfolio in Q3 2026, its #105 holding.
Aspect Partners first reported a position in Dimensional US Marketwide Value ETF in Q3 2024 and has held it in 9 quarters since.
Aspect Partners's Dimensional US Marketwide Value ETF position peaked at $123K in Q2 2026.
256 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.