Capstone Wealth Management (Alabama)’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Capstone Wealth Management (Alabama)’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	$11.6M	Sell	211,207 -869	-0.4%	-$45.6K	5.39%	6
2026 Q1	$10.3M	Sell	212,076 -1,217	-0.6%	-$59.7K	7.17%	6
2025 Q4	$9.94M	Sell	213,293 -1,620	-0.8%	-$73.5K	7.25%	6
2025 Q3	$9.6M	Buy	214,913 +4,501	+2%	+$196K	7.39%	6
2025 Q2	$8.9M	Buy	210,412 +10,683	+5%	+$429K	7.8%	6
2025 Q1	$8.23M	Buy	199,729 +1,063	+0.5%	+$44.6K	8.2%	5
2024 Q4	$8.13M	Buy	+198,666	New	+$8.43M	7.94%	6

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

Capstone Wealth Management (Alabama)'s DFUV Position: Q2 2026 in Review

Capstone Wealth Management (Alabama) reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 0.41% in Q2 2026, selling an estimated $45.6K and leaving 211,207 shares worth $11.6M. The position accounts for 5.39% of the portfolio, ranked #6.

Capstone Wealth Management (Alabama) first reported a position in DFUV in Q4 2024 and has held it in 7 quarters since. 403 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Capstone Wealth Management (Alabama) held 211,207 shares of Dimensional US Marketwide Value ETF worth $11.6M as of Q2 2026.
Capstone Wealth Management (Alabama) sold 869 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $45.6K.
Dimensional US Marketwide Value ETF made up 5.39% of Capstone Wealth Management (Alabama)'s portfolio in Q2 2026, its #6 holding.
Capstone Wealth Management (Alabama) first reported a position in Dimensional US Marketwide Value ETF in Q4 2024 and has held it in 7 quarters since.
403 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Capstone Wealth Management (Alabama)'s 13F filing for Q2 2026, filed 23 Jul 2026.