Avant Financial Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Avant Financial Advisors’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	$515K	Hold	9,363	–	–	0.32%	43
2026 Q1	$454K	Hold	9,363	–	–	0.32%	46
2025 Q4	$436K	Hold	9,363	–	–	0.31%	50
2025 Q3	$418K	Hold	9,363	–	–	0.32%	50
2025 Q2	$396K	Hold	9,363	–	–	0.33%	50
2025 Q1	$386K	Hold	9,363	–	–	0.35%	48
2024 Q4	$383K	Buy	+9,363	New	+$397K	0.35%	50

Other funds holding DFUV

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

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

Avant Financial Advisors's DFUV Position: Q2 2026 in Review

Avant Financial Advisors held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 9,363 shares worth $515K. The position accounts for 0.32% of the portfolio, ranked #43.

Avant Financial Advisors first reported a position in DFUV in Q4 2024 and has held it in 7 quarters since. 275 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Avant Financial Advisors held 9,363 shares of Dimensional US Marketwide Value ETF worth $515K as of Q2 2026.
Avant Financial Advisors left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
Dimensional US Marketwide Value ETF made up 0.32% of Avant Financial Advisors's portfolio in Q2 2026, its #43 holding.
Avant Financial Advisors first reported a position in Dimensional US Marketwide Value ETF in Q4 2024 and has held it in 7 quarters since.
275 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Avant Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.