Cambridge Financial Group (Arizona)’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Cambridge Financial Group (Arizona)’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	–	Sell	-5,360	Closed	-$260K	–	167
2026 Q1	$260K	Sell	5,360 -1,630	-23%	-$80K	0.09%	147
2025 Q4	$318K	Sell	6,990 -53	-0.8%	-$2.4K	0.11%	131
2025 Q3	$315K	Buy	7,043 +7	+0.1%	+$305	0.1%	137
2025 Q2	$297K	Buy	7,036 +6	+0.1%	+$241	0.11%	118
2025 Q1	$288K	Buy	7,030 +6	+0.1%	+$252	0.12%	113
2024 Q4	$287K	Buy	7,024 +6	+0.1%	+$255	0.12%	108
2024 Q3	$293K	Buy	7,018 +6	+0.1%	+$242	0.12%	107
2024 Q2	$275K	Buy	7,012 +6	+0.1%	+$237	0.13%	107
2024 Q1	$287K	Buy	7,006 +5	+0.1%	+$191	0.14%	102
2023 Q4	$261K	Buy	+7,001	New	+$241K	0.14%	104

Other funds holding DFUV

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

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

Cambridge Financial Group (Arizona)'s DFUV Position: Q2 2026 in Review

Cambridge Financial Group (Arizona) sold out of Dimensional US Marketwide Value ETF (DFUV) in Q2 2026, closing a stake of 5,360 shares — an estimated $260K sold.

Cambridge Financial Group (Arizona) first reported a position in DFUV in Q4 2023 and held it in 10 quarters. The position peaked at $318K in Q4 2025. 277 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Cambridge Financial Group (Arizona) reported no remaining Dimensional US Marketwide Value ETF position as of Q2 2026 after selling out during the quarter.
Cambridge Financial Group (Arizona) sold 5,360 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $260K.
Cambridge Financial Group (Arizona) first reported a position in Dimensional US Marketwide Value ETF in Q4 2023 and held it in 10 quarters.
Cambridge Financial Group (Arizona)'s Dimensional US Marketwide Value ETF position peaked at $318K in Q4 2025.
277 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Cambridge Financial Group (Arizona)'s 13F filing for Q2 2026, filed 14 Jul 2026.