Centric Wealth Management
DFUV icon

Centric Wealth Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Centric 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 		$211K Hold
4,093
– – 0.03% 199
2026
Q1 		$211K Hold
4,093
– – 0.04% 192
2025
Q4 		$202K Buy
+4,093
New +$186K 0.04% 189

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Centric Wealth Management's DFUV Position: Q2 2026 in Review

Centric Wealth Management held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 4,093 shares worth $211K. The position accounts for 0.03% of the portfolio, ranked #199.

Centric Wealth Management first reported a position in DFUV in Q4 2025 and has held it in 3 quarters since. 803 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Centric Wealth Management held 4,093 shares of Dimensional US Marketwide Value ETF worth $211K as of Q2 2026.
  • Centric Wealth Management left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
  • Dimensional US Marketwide Value ETF made up 0.03% of Centric Wealth Management's portfolio in Q2 2026, its #199 holding.
  • Centric Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 803 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Centric Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.