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Babb Wealth Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Babb Wealth 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 		$816K Sell
14,834
-566
-4% -$29.7K 0.39% 14
2026
Q1 		$746K Sell
15,400
-364
-2% -$17.9K 0.41% 14
2025
Q4 		$734K Buy
15,764
+39
+0.2% +$1.77K 0.41% 14
2025
Q3 		$703K Sell
15,725
-1,423
-8% -$62K 0.46% 14
2025
Q2 		$725K Sell
17,148
-7
-0% -$281 0.54% 14
2025
Q1 		$707K Sell
17,155
-42
-0.2% -$1.76K 0.57% 14
2024
Q4 		$704K Buy
+17,197
New +$730K 0.57% 13

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

Babb Wealth Advisors's DFUV Position: Q2 2026 in Review

Babb Wealth Advisors reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 3.7% in Q2 2026, selling an estimated $29.7K and leaving 14,834 shares worth $816K. The position accounts for 0.39% of the portfolio, ranked #14.

Babb Wealth Advisors first reported a position in DFUV in Q4 2024 and has held it in 7 quarters since. 801 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Babb Wealth Advisors held 14,834 shares of Dimensional US Marketwide Value ETF worth $816K as of Q2 2026.
  • Babb Wealth Advisors sold 566 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $29.7K.
  • Dimensional US Marketwide Value ETF made up 0.39% of Babb Wealth Advisors's portfolio in Q2 2026, its #14 holding.
  • Babb Wealth Advisors first reported a position in Dimensional US Marketwide Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 801 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Babb Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.