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

Bellwether 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	$268K	Hold	4,865	–	–	0.04%	151
2026 Q1	$236K	Hold	4,865	–	–	0.04%	145
2025 Q4	$227K	Hold	4,865	–	–	0.04%	126
2025 Q3	$217K	Hold	4,865	–	–	0.04%	132
2025 Q2	$206K	Hold	4,865	–	–	0.04%	122
2025 Q1	$200K	Hold	4,865	–	–	0.04%	126
2024 Q4	$199K	Hold	4,865	–	–	0.04%	132
2024 Q3	$203K	Buy	+4,865	New	+$197K	0.04%	121
2023 Q2	–	Sell	-4,865	Closed	-$163K	–	177
2023 Q1	$163K	Hold	4,865	–	–	0.04%	131
2022 Q4	$163K	Hold	4,865	–	–	0.05%	131
2022 Q3	$144K	Hold	4,865	–	–	0.05%	111
2022 Q2	$153K	Buy	+4,865	New	+$162K	0.05%	119

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

Bellwether Advisors's DFUV Position: Q2 2026 in Review

Bellwether Advisors held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 4,865 shares worth $268K. The position accounts for 0.04% of the portfolio, ranked #151.

Bellwether Advisors first reported a position in DFUV in Q2 2022 and has held it in 12 quarters since. 800 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Bellwether Advisors held 4,865 shares of Dimensional US Marketwide Value ETF worth $268K as of Q2 2026.
Bellwether Advisors left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
Dimensional US Marketwide Value ETF made up 0.04% of Bellwether Advisors's portfolio in Q2 2026, its #151 holding.
Bellwether Advisors first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 12 quarters since.
800 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

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