AssetMark Inc’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

AssetMark Inc’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	$402K	Buy	7,306 +2,182	+43%	+$115K	﹤0.01%	1282
2026 Q1	$248K	Sell	5,124 -467	-8%	-$22.9K	﹤0.01%	1302
2025 Q4	$260K	Hold	5,591	–	–	﹤0.01%	1239
2025 Q3	$250K	Buy	5,591 +215	+4%	+$9.36K	﹤0.01%	1219
2025 Q2	$227K	Buy	5,376 +2,076	+63%	+$83.4K	﹤0.01%	1190
2025 Q1	$136K	Buy	3,300 +2,255	+216%	+$94.7K	﹤0.01%	1218
2024 Q4	$42.8K	Buy	1,045 +534	+105%	+$22.7K	﹤0.01%	1462
2024 Q3	$21.3K	Hold	511	–	–	﹤0.01%	1481
2024 Q2	$20.1K	Buy	+511	New	+$20.2K	﹤0.01%	1388

Other funds holding DFUV

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

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

Evanson Financial Mclean, Virginia $2.04B AUM

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

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

AssetMark Inc's DFUV Position: Q2 2026 in Review

AssetMark Inc increased its Dimensional US Marketwide Value ETF (DFUV) stake by 43% in Q2 2026, buying an estimated $115K and bringing the position to 7,306 shares worth $402K. The position accounts for ﹤0.01% of the portfolio, ranked #1282.

AssetMark Inc first reported a position in DFUV in Q2 2024 and has held it in 9 quarters since. 403 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

AssetMark Inc held 7,306 shares of Dimensional US Marketwide Value ETF worth $402K as of Q2 2026.
AssetMark Inc bought 2,182 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $115K.
Dimensional US Marketwide Value ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1282 holding.
AssetMark Inc first reported a position in Dimensional US Marketwide Value ETF in Q2 2024 and has held it in 9 quarters since.
403 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.