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 Q3	$858K	Buy	15,599 +765	+5%	+$43K	0.4%	14
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

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Trust Company of the South Greensboro, North Carolina $714M AUM 17.67% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.03B AUM

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Babb Wealth Advisors's DFUV Position: Q3 2026 in Review

Babb Wealth Advisors increased its Dimensional US Marketwide Value ETF (DFUV) stake by 5.2% in Q3 2026, buying an estimated $43K and bringing the position to 15,599 shares worth $858K. The position accounts for 0.4% of the portfolio, ranked #14.

Babb Wealth Advisors first reported a position in DFUV in Q4 2024 and has held it in 8 quarters since. 359 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

Babb Wealth Advisors held 15,599 shares of Dimensional US Marketwide Value ETF worth $858K as of Q3 2026.
Babb Wealth Advisors bought 765 Dimensional US Marketwide Value ETF shares in Q3 2026, an estimated $43K.
Dimensional US Marketwide Value ETF made up 0.4% of Babb Wealth Advisors's portfolio in Q3 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 8 quarters since.
359 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

Based on Babb Wealth Advisors's 13F filing for Q3 2026, filed 30 Oct 2026.