Belpointe Asset Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Belpointe Asset Management’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	$810K	Buy	14,734 +140	+1%	+$7.87K	0.02%	592
2026 Q2	$803K	Hold	14,594	–	–	0.03%	565
2026 Q1	$707K	Hold	14,594	–	–	0.03%	574
2025 Q4	$680K	Hold	14,594	–	–	0.02%	565
2025 Q3	$652K	Hold	14,594	–	–	0.02%	540
2025 Q2	$617K	Hold	14,594	–	–	0.03%	502
2025 Q1	$601K	Hold	14,594	–	–	0.03%	507
2024 Q4	$608K	Hold	14,594	–	–	0.04%	464
2024 Q3	$608K	Hold	14,594	–	–	0.04%	452
2024 Q2	$573K	Buy	+14,594	New	+$577K	0.04%	428
2023 Q1	–	Sell	-279	Closed	-$9.34K	–	3749
2022 Q4	$9.34K	Buy	+279	New	+$9.27K	﹤0.01%	2652

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

Belpointe Asset Management's DFUV Position: Q3 2026 in Review

Belpointe Asset Management increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.96% in Q3 2026, buying an estimated $7.87K and bringing the position to 14,734 shares worth $810K. The position accounts for 0.02% of the portfolio, ranked #592.

Belpointe Asset Management first reported a position in DFUV in Q4 2022 and has held it in 11 quarters since. 578 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

Belpointe Asset Management held 14,734 shares of Dimensional US Marketwide Value ETF worth $810K as of Q3 2026.
Belpointe Asset Management bought 140 Dimensional US Marketwide Value ETF shares in Q3 2026, an estimated $7.87K.
Dimensional US Marketwide Value ETF made up 0.02% of Belpointe Asset Management's portfolio in Q3 2026, its #592 holding.
Belpointe Asset Management first reported a position in Dimensional US Marketwide Value ETF in Q4 2022 and has held it in 11 quarters since.
578 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

Based on Belpointe Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.