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Aurdan Capital Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Aurdan Capital 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 		$340K Hold
6,178
– – 0.09% 77
2026
Q1 		$299K Hold
6,178
– – 0.09% 78
2025
Q4 		$288K Sell
6,178
-466
-7% -$21.1K 0.09% 76
2025
Q3 		$297K Hold
6,644
– – 0.09% 80
2025
Q2 		$281K Hold
6,644
– – 0.1% 80
2025
Q1 		$274K Hold
6,644
– – 0.1% 75
2024
Q4 		$272K Buy
+6,644
New +$282K 0.1% 76

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
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
EF
Evanson Financial Mclean, Virginia $2.04B AUM
FG
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

Aurdan Capital Management's DFUV Position: Q2 2026 in Review

Aurdan Capital Management held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 6,178 shares worth $340K. The position accounts for 0.09% of the portfolio, ranked #77.

Aurdan Capital Management first reported a position in DFUV in Q4 2024 and has held it in 7 quarters since. 405 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Aurdan Capital Management held 6,178 shares of Dimensional US Marketwide Value ETF worth $340K as of Q2 2026.
  • Aurdan Capital Management left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
  • Dimensional US Marketwide Value ETF made up 0.09% of Aurdan Capital Management's portfolio in Q2 2026, its #77 holding.
  • Aurdan Capital Management first reported a position in Dimensional US Marketwide Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 405 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Aurdan Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.