Axis Wealth Partners’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Axis Wealth Partners’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	$4.03M	Sell	73,177 -4,713	-6%	-$247K	1.93%	11
2026 Q1	$3.77M	Buy	77,890 +2,035	+3%	+$99.8K	2.01%	8
2025 Q4	$3.53M	Buy	75,855 +963	+1%	+$43.7K	1.95%	10
2025 Q3	$3.35M	Buy	74,892 +5,615	+8%	+$245K	1.96%	11
2025 Q2	$2.93M	Buy	69,277 +2,229	+3%	+$89.5K	1.92%	14
2025 Q1	$2.76M	Buy	67,048 +7,082	+12%	+$297K	2.04%	12
2024 Q4	$2.45M	Buy	+59,966	New	+$2.55M	2.07%	12

Other funds holding DFUV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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 Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

TWA

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

Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return

Axis Wealth Partners's DFUV Position: Q2 2026 in Review

Axis Wealth Partners reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 6.1% in Q2 2026, selling an estimated $247K and leaving 73,177 shares worth $4.03M. The position accounts for 1.93% of the portfolio, ranked #11.

Axis Wealth Partners first reported a position in DFUV in Q4 2024 and has held it in 7 quarters since. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Axis Wealth Partners held 73,177 shares of Dimensional US Marketwide Value ETF worth $4.03M as of Q2 2026.
Axis Wealth Partners sold 4,713 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $247K.
Dimensional US Marketwide Value ETF made up 1.93% of Axis Wealth Partners's portfolio in Q2 2026, its #11 holding.
Axis Wealth Partners first reported a position in Dimensional US Marketwide Value ETF in Q4 2024 and has held it in 7 quarters since.
797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Axis Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.