CCWM
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Cassaday & Co Wealth Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Cassaday & Co Wealth 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 		$74.4K Hold
1,352
– – ﹤0.01% 545
2026
Q1 		$65.5K Buy
+1,352
New +$66.3K ﹤0.01% 558

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FPAS
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Northern Trust
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Creative Planning
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HighTower Advisors
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TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return

Cassaday & Co Wealth Management's DFUV Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 1,352 shares worth $74.4K. The position accounts for ﹤0.01% of the portfolio, ranked #545.

Cassaday & Co Wealth Management first reported a position in DFUV in Q1 2026 and has held it in 2 quarters since. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Cassaday & Co Wealth Management held 1,352 shares of Dimensional US Marketwide Value ETF worth $74.4K as of Q2 2026.
  • Cassaday & Co Wealth Management left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
  • Dimensional US Marketwide Value ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #545 holding.
  • Cassaday & Co Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.