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DFUV icon

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

AWM Capital’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 		$1.09M Buy
19,742
+51
+0.3% +$2.68K 0.09% 56
2026
Q1 		$954K Buy
19,691
+46
+0.2% +$2.26K 0.09% 57
2025
Q4 		$915K Sell
19,645
-73
-0.4% -$3.31K 0.08% 48
2025
Q3 		$881K Sell
19,718
-299
-1% -$13K 0.08% 49
2025
Q2 		$846K Sell
20,017
-832
-4% -$33.4K 0.09% 49
2025
Q1 		$859K Sell
20,849
-841
-4% -$35.3K 0.1% 49
2024
Q4 		$888K Sell
21,690
-409
-2% -$17.4K 0.11% 48
2024
Q3 		$921K Sell
22,099
-2,925
-12% -$118K 0.11% 47
2024
Q2 		$983K Sell
25,024
-344
-1% -$13.6K 0.15% 43
2024
Q1 		$1.04M Sell
25,368
-472
-2% -$18K 0.17% 42
2023
Q4 		$962K Hold
25,840
– – 0.18% 43
2023
Q3 		$879K Buy
25,840
+384
+2% +$13.5K 0.18% 43
2023
Q2 		$878K Buy
25,456
+49
+0.2% +$1.64K 0.21% 40
2023
Q1 		$851K Buy
25,407
+9,604
+61% +$329K 0.24% 42
2022
Q4 		$529K Buy
15,803
+2,925
+23% +$97.2K 0.18% 47
2022
Q3 		$444K Hold
12,878
– – 0.15% 47
2022
Q2 		$407K Buy
+12,878
New +$429K 0.2% 41

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

AWM Capital's DFUV Position: Q2 2026 in Review

AWM Capital increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.26% in Q2 2026, buying an estimated $2.68K and bringing the position to 19,742 shares worth $1.09M. The position accounts for 0.09% of the portfolio, ranked #56.

AWM Capital first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. 800 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • AWM Capital held 19,742 shares of Dimensional US Marketwide Value ETF worth $1.09M as of Q2 2026.
  • AWM Capital bought 51 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $2.68K.
  • Dimensional US Marketwide Value ETF made up 0.09% of AWM Capital's portfolio in Q2 2026, its #56 holding.
  • AWM Capital first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
  • 800 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on AWM Capital's 13F filing for Q2 2026, filed 31 Jul 2026.