AWM
DFUV icon

Axxcess Wealth Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Axxcess Wealth 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 		$423K Buy
+7,689
New +$404K 0.01% 763
2026
Q1 		– Sell
-7,689
Closed -$358K – 538
2025
Q4 		$358K Buy
+7,689
New +$349K 0.01% 794

Other funds holding DFUV

FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
HighTower Advisors
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
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
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 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

Axxcess Wealth Management's DFUV Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Dimensional US Marketwide Value ETF (DFUV) in Q2 2026: 7,689 shares worth $423K. The stake represents 0.01% of the portfolio and ranks #763 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in DFUV as recently as Q4 2025.

Axxcess Wealth Management first reported a position in DFUV in Q4 2025 and has held it in 2 quarters since. 540 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Axxcess Wealth Management held 7,689 shares of Dimensional US Marketwide Value ETF worth $423K as of Q2 2026.
  • Dimensional US Marketwide Value ETF was a new Axxcess Wealth Management position in Q2 2026.
  • Dimensional US Marketwide Value ETF made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #763 holding.
  • Axxcess Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q4 2025 and has held it in 2 quarters since.
  • 540 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

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