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

Bannerman Wealth Management Group’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	$1.4M	Hold	25,514	–	–	0.82%	14
2026 Q1	$1.24M	Sell	25,514 -666	-3%	-$32.7K	0.83%	15
2025 Q4	$1.22M	Hold	26,180	–	–	0.86%	16
2025 Q3	$1.17M	Sell	26,180 -13,095	-33%	-$570K	0.86%	15
2025 Q2	$1.66M	Sell	39,275 -1,057	-3%	-$42.5K	1.27%	14
2025 Q1	$1.66M	Sell	40,332 -778	-2%	-$32.7K	1.36%	12
2024 Q4	$1.68M	Buy	+41,110	New	+$1.74M	1.39%	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 $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 Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Bannerman Wealth Management Group's DFUV Position: Q2 2026 in Review

Bannerman Wealth Management Group held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 25,514 shares worth $1.4M. The position accounts for 0.82% of the portfolio, ranked #14.

Bannerman Wealth Management Group first reported a position in DFUV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.68M in Q4 2024. 803 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Bannerman Wealth Management Group held 25,514 shares of Dimensional US Marketwide Value ETF worth $1.4M as of Q2 2026.
Bannerman Wealth Management Group left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
Dimensional US Marketwide Value ETF made up 0.82% of Bannerman Wealth Management Group's portfolio in Q2 2026, its #14 holding.
Bannerman Wealth Management Group first reported a position in Dimensional US Marketwide Value ETF in Q4 2024 and has held it in 7 quarters since.
Bannerman Wealth Management Group's Dimensional US Marketwide Value ETF position peaked at $1.68M in Q4 2024.
803 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Bannerman Wealth Management Group's 13F filing for Q2 2026, filed 8 Jul 2026.