Burk Holdings’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Burk Holdings’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	$13.9M	Buy	253,371 +22,420	+10%	+$1.26M	4.83%	7
2026 Q2	$12.7M	Buy	230,951 +3,762	+2%	+$198K	4.7%	7
2026 Q1	$11M	Buy	227,189 +10,182	+5%	+$499K	4.72%	7
2025 Q4	$10.1M	Buy	217,007 +5,338	+3%	+$242K	4.82%	7
2025 Q3	$9.46M	Buy	211,669 +8,033	+4%	+$350K	5.05%	6
2025 Q2	$8.61M	Buy	203,636 +160	+0.1%	+$6.43K	5.39%	5
2025 Q1	$8.39M	Buy	203,476 +19,482	+11%	+$818K	6.33%	4
2024 Q4	$7.53M	Buy	+183,994	New	+$7.81M	6.09%	5

Other funds holding DFUV

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 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

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Burk Holdings's DFUV Position: Q3 2026 in Review

Burk Holdings increased its Dimensional US Marketwide Value ETF (DFUV) stake by 9.7% in Q3 2026, buying an estimated $1.26M and bringing the position to 253,371 shares worth $13.9M. The position accounts for 4.83% of the portfolio, ranked #7.

Burk Holdings first reported a position in DFUV in Q4 2024 and has held it in 8 quarters since. 729 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

Burk Holdings held 253,371 shares of Dimensional US Marketwide Value ETF worth $13.9M as of Q3 2026.
Burk Holdings bought 22,420 Dimensional US Marketwide Value ETF shares in Q3 2026, an estimated $1.26M.
Dimensional US Marketwide Value ETF made up 4.83% of Burk Holdings's portfolio in Q3 2026, its #7 holding.
Burk Holdings first reported a position in Dimensional US Marketwide Value ETF in Q4 2024 and has held it in 8 quarters since.
729 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

Based on Burk Holdings's 13F filing for Q3 2026, filed 5 Nov 2026.