Aspiriant LLC
DFUV icon

Aspiriant LLC’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Aspiriant LLC’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 		$39M Buy
709,563
+2,437
+0.3% +$137K 0.96% 16
2026
Q2 		$38.9M Sell
707,126
-1,089
-0.2% -$57.2K 0.96% 15
2026
Q1 		$34.3M Sell
708,215
-9,884
-1% -$485K 0.98% 16
2025
Q4 		$33.5M Sell
718,099
-6,994
-1% -$317K 0.96% 17
2025
Q3 		$32.4M Buy
725,093
+4,480
+0.6% +$195K 0.99% 16
2025
Q2 		$30.5M Buy
720,613
+18,118
+3% +$728K 0.97% 17
2025
Q1 		$28.9M Buy
702,495
+6,603
+0.9% +$277K 1% 15
2024
Q4 		$28.5M Sell
695,892
-2,394
-0.3% -$102K 1.03% 15
2024
Q3 		$29.1M Sell
698,286
-11,452
-2% -$463K 1.1% 15
2024
Q2 		$27.9M Buy
709,738
+639
+0.1% +$25.3K 1.14% 14
2024
Q1 		$29M Sell
709,099
-2,480
-0.3% -$94.7K 1.2% 15
2023
Q4 		$26.5M Sell
711,579
-12,362
-2% -$426K 1.19% 13
2023
Q3 		$24.6M Buy
723,941
+29,196
+4% +$1.02M 1.26% 16
2023
Q2 		$24M Sell
694,745
-4,446
-0.6% -$149K 1.21% 16
2023
Q1 		$23.4M Sell
699,191
-9,775
-1% -$335K 1.23% 16
2022
Q4 		$23.7M Sell
708,966
-29,993
-4% -$997K 1.21% 16
2022
Q3 		$21.9M Sell
738,959
-6,935
-0.9% -$226K 1.07% 22
2022
Q2 		$23.6M Buy
+745,894
New +$24.8M 1.14% 18

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Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
SC
Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
PWIA
Porter White Investment Advisors Birmingham, Alabama $161M AUM 13.97% 1-Year Est. Return
DEM
Disciplined Equity Management Neptune Beach, Florida $227M AUM 20.15% 1-Year Est. Return
Elser Financial Planning
Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Aspiriant LLC's DFUV Position: Q3 2026 in Review

Aspiriant LLC increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.34% in Q3 2026, buying an estimated $137K and bringing the position to 709,563 shares worth $39M. The position accounts for 0.96% of the portfolio, ranked #16.

Aspiriant LLC first reported a position in DFUV in Q2 2022 and has held it in 18 quarters since. 193 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

  • Aspiriant LLC held 709,563 shares of Dimensional US Marketwide Value ETF worth $39M as of Q3 2026.
  • Aspiriant LLC bought 2,437 Dimensional US Marketwide Value ETF shares in Q3 2026, an estimated $137K.
  • Dimensional US Marketwide Value ETF made up 0.96% of Aspiriant LLC's portfolio in Q3 2026, its #16 holding.
  • Aspiriant LLC first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 18 quarters since.
  • 193 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

Based on Aspiriant LLC's 13F filing for Q3 2026, filed 16 Oct 2026.