CIM
DFUV icon

Capital Investment Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Capital Investment 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 		$857K Sell
15,579
-486
-3% -$25.5K 0.26% 65
2026
Q1 		$779K Sell
16,065
-331
-2% -$16.2K 0.27% 66
2025
Q4 		$764K Buy
+16,396
New +$744K 0.27% 67

Other funds holding DFUV

EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
EF
Evanson Financial Mclean, Virginia $2.04B AUM
FG
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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

Capital Investment Management's DFUV Position: Q2 2026 in Review

Capital Investment Management reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 3% in Q2 2026, selling an estimated $25.5K and leaving 15,579 shares worth $857K. The position accounts for 0.26% of the portfolio, ranked #65.

Capital Investment Management first reported a position in DFUV in Q4 2025 and has held it in 3 quarters since. 277 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Capital Investment Management held 15,579 shares of Dimensional US Marketwide Value ETF worth $857K as of Q2 2026.
  • Capital Investment Management sold 486 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $25.5K.
  • Dimensional US Marketwide Value ETF made up 0.26% of Capital Investment Management's portfolio in Q2 2026, its #65 holding.
  • Capital Investment Management first reported a position in Dimensional US Marketwide Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 277 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Capital Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.