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 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

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TCOTS

Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Belpointe Asset Management's DFUV Position: Q2 2026 in Review

Belpointe Asset Management held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 14,594 shares worth $803K. The position accounts for 0.03% of the portfolio, ranked #565.

Belpointe Asset Management first reported a position in DFUV in Q4 2022 and has held it in 10 quarters since. 403 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Belpointe Asset Management held 14,594 shares of Dimensional US Marketwide Value ETF worth $803K as of Q2 2026.
Belpointe Asset Management left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
Dimensional US Marketwide Value ETF made up 0.03% of Belpointe Asset Management's portfolio in Q2 2026, its #565 holding.
Belpointe Asset Management first reported a position in Dimensional US Marketwide Value ETF in Q4 2022 and has held it in 10 quarters since.
403 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.