Badgley Phelps Wealth Managers’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Badgley Phelps Wealth Managers’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	$574K	Sell	10,430 -430	-4%	-$24.2K	0.01%	236
2026 Q2	$597K	Hold	10,860	–	–	0.01%	235
2026 Q1	$526K	Hold	10,860	–	–	0.01%	237
2025 Q4	$506K	Hold	10,860	–	–	0.01%	237
2025 Q3	$485K	Sell	10,860 -344	-3%	-$15K	0.01%	226
2025 Q2	$474K	Hold	11,204	–	–	0.01%	220
2025 Q1	$462K	Hold	11,204	–	–	0.01%	217
2024 Q4	$458K	Sell	11,204 -308	-3%	-$13.1K	0.01%	216
2024 Q3	$480K	Sell	11,512 -277	-2%	-$11.2K	0.01%	211
2024 Q2	$463K	Hold	11,789	–	–	0.01%	201
2024 Q1	$482K	Buy	11,789 +4,562	+63%	+$174K	0.01%	198
2023 Q4	$269K	Hold	7,227	–	–	0.01%	221
2023 Q3	$246K	Hold	7,227	–	–	0.01%	210
2023 Q2	$249K	Hold	7,227	–	–	0.01%	215
2023 Q1	$242K	Hold	7,227	–	–	0.01%	191
2022 Q4	$242K	Hold	7,227	–	–	0.01%	192
2022 Q3	$214K	Buy	+7,227	New	+$235K	0.01%	185

Other funds holding DFUV

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

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

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 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

Badgley Phelps Wealth Managers's DFUV Position: Q3 2026 in Review

Badgley Phelps Wealth Managers reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 4% in Q3 2026, selling an estimated $24.2K and leaving 10,430 shares worth $574K. The position accounts for 0.01% of the portfolio, ranked #236.

Badgley Phelps Wealth Managers first reported a position in DFUV in Q3 2022 and has held it in 17 quarters since. The position peaked at $597K in Q2 2026. 592 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

Badgley Phelps Wealth Managers held 10,430 shares of Dimensional US Marketwide Value ETF worth $574K as of Q3 2026.
Badgley Phelps Wealth Managers sold 430 Dimensional US Marketwide Value ETF shares in Q3 2026, an estimated $24.2K.
Dimensional US Marketwide Value ETF made up 0.01% of Badgley Phelps Wealth Managers's portfolio in Q3 2026, its #236 holding.
Badgley Phelps Wealth Managers first reported a position in Dimensional US Marketwide Value ETF in Q3 2022 and has held it in 17 quarters since.
Badgley Phelps Wealth Managers's Dimensional US Marketwide Value ETF position peaked at $597K in Q2 2026.
592 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q3 2026, filed 22 Oct 2026.