BetterWealth’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

BetterWealth’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	$1M	Hold	18,261	–	–	0.17%	29
2026 Q2	$1M	Hold	18,261	–	–	0.18%	32
2026 Q1	$885K	Sell	18,261 -380	-2%	-$18.6K	0.17%	31
2025 Q4	$868K	Hold	18,641	–	–	0.2%	32
2025 Q3	$833K	Sell	18,641 -4,778	-20%	-$208K	0.2%	32
2025 Q2	$990K	Hold	23,419	–	–	0.25%	30
2025 Q1	$965K	Sell	23,419 -25,018	-52%	-$1.05M	0.27%	28
2024 Q4	$1.98M	Buy	48,437 +143	+0.3%	+$6.07K	0.55%	23
2024 Q3	$2.01M	Sell	48,294 -500	-1%	-$20.2K	0.6%	18
2024 Q2	$1.92M	Sell	48,794 -2,814	-5%	-$111K	0.61%	19
2024 Q1	$2.11M	Sell	51,608 -3,778	-7%	-$144K	0.69%	18
2023 Q4	$2.06M	Sell	55,386 -321	-0.6%	-$11K	0.7%	18
2023 Q3	$1.9M	Sell	55,707 -1,598	-3%	-$56K	0.76%	17
2023 Q2	$1.98M	Sell	57,305 -1,727	-3%	-$57.7K	0.77%	17
2023 Q1	$1.98M	Sell	59,032 -6,406	-10%	-$219K	0.8%	17
2022 Q4	$2.19M	Sell	65,438 -16,696	-20%	-$555K	0.99%	15
2022 Q3	$2.43M	Sell	82,134 -3,580	-4%	-$116K	1.25%	14
2022 Q2	$2.71M	Buy	+85,714	New	+$2.85M	1.34%	14

Other funds holding DFUV

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return

Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return

PWIA

Porter White Investment Advisors Birmingham, Alabama $161M AUM 13.97% 1-Year Est. Return

DEM

Disciplined Equity Management Neptune Beach, Florida $227M AUM 20.15% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

BetterWealth's DFUV Position: Q3 2026 in Review

BetterWealth held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q3 2026 at 18,261 shares worth $1M. The position accounts for 0.17% of the portfolio, ranked #29.

BetterWealth first reported a position in DFUV in Q2 2022 and has held it in 18 quarters since. The position peaked at $2.71M in Q2 2022. 160 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

BetterWealth held 18,261 shares of Dimensional US Marketwide Value ETF worth $1M as of Q3 2026.
BetterWealth left its Dimensional US Marketwide Value ETF share count unchanged in Q3 2026.
Dimensional US Marketwide Value ETF made up 0.17% of BetterWealth's portfolio in Q3 2026, its #29 holding.
BetterWealth first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 18 quarters since.
BetterWealth's Dimensional US Marketwide Value ETF position peaked at $2.71M in Q2 2022.
160 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

Based on BetterWealth's 13F filing for Q3 2026, filed 15 Oct 2026.