CFS Investment Advisory Services’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

CFS Investment Advisory Services’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	$2.12M	Sell	38,742 -2,323	-6%	-$122K	0.14%	131
2026 Q1	$2.09M	Sell	41,065 -33,246	-45%	-$1.63M	0.14%	124
2025 Q4	$3.46M	Sell	74,311 -2,092	-3%	-$94.9K	0.25%	80
2025 Q3	$3.45M	Sell	76,403 -14,073	-16%	-$613K	0.26%	79
2025 Q2	$3.83M	Sell	90,476 -4,998	-5%	-$201K	0.31%	71
2025 Q1	$3.93M	Sell	95,474 -6,251	-6%	-$262K	0.35%	63
2024 Q4	$4.16M	Sell	101,725 -635	-0.6%	-$27K	0.37%	58
2024 Q3	$4.27M	Sell	102,360 -678	-0.7%	-$27.4K	0.36%	57
2024 Q2	$4.05M	Buy	103,038 +1,686	+2%	+$66.7K	0.33%	62
2024 Q1	$4.14M	Sell	101,352 -1,473	-1%	-$56.3K	0.7%	30
2023 Q4	$3.83M	Buy	102,825 +1,786	+2%	+$61.5K	0.69%	27
2023 Q3	$3.44M	Buy	101,039 +28,330	+39%	+$992K	0.55%	37
2023 Q2	$2.51M	Buy	72,709 +4,734	+7%	+$158K	0.32%	59
2023 Q1	$2.28M	Buy	67,975 +16,649	+32%	+$570K	0.41%	39
2022 Q4	$1.72M	Sell	51,326 -176,168	-77%	-$5.85M	0.39%	37
2022 Q3	$227K	Buy	+227,494	New	+$7.4M	0.05%	120

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

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

KAM

KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return

CFS Investment Advisory Services's DFUV Position: Q2 2026 in Review

CFS Investment Advisory Services reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 5.7% in Q2 2026, selling an estimated $122K and leaving 38,742 shares worth $2.12M. The position accounts for 0.14% of the portfolio, ranked #131.

CFS Investment Advisory Services first reported a position in DFUV in Q3 2022 and has held it in 16 quarters since. The position peaked at $4.27M in Q3 2024. 147 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

CFS Investment Advisory Services held 38,742 shares of Dimensional US Marketwide Value ETF worth $2.12M as of Q2 2026.
CFS Investment Advisory Services sold 2,323 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $122K.
Dimensional US Marketwide Value ETF made up 0.14% of CFS Investment Advisory Services's portfolio in Q2 2026, its #131 holding.
CFS Investment Advisory Services first reported a position in Dimensional US Marketwide Value ETF in Q3 2022 and has held it in 16 quarters since.
CFS Investment Advisory Services's Dimensional US Marketwide Value ETF position peaked at $4.27M in Q3 2024.
147 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.