Collective Family Office’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Collective Family Office’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	$763K	Hold	13,867	–	–	0.16%	95
2026 Q1	$672K	Hold	13,867	–	–	0.15%	94
2025 Q4	$646K	Hold	13,867	–	–	0.15%	98
2025 Q3	$620K	Hold	13,867	–	–	0.15%	102
2025 Q2	$586K	Hold	13,867	–	–	0.15%	101
2025 Q1	$571K	Hold	13,867	–	–	0.15%	98
2024 Q4	$567K	Hold	13,867	–	–	0.16%	101
2024 Q3	$578K	Hold	13,867	–	–	0.16%	98
2024 Q2	$545K	Hold	13,867	–	–	0.16%	108
2024 Q1	$567K	Hold	13,867	–	–	0.18%	103
2023 Q4	$516K	Hold	13,867	–	–	0.18%	102
2023 Q3	$472K	Hold	13,867	–	–	0.18%	109
2023 Q2	$478K	Hold	13,867	–	–	0.19%	107
2023 Q1	$464K	Hold	13,867	–	–	0.19%	104
2022 Q4	$464K	Hold	13,867	–	–	0.21%	99
2022 Q3	$411K	Hold	13,867	–	–	0.2%	112
2022 Q2	$438K	Buy	+13,867	New	+$462K	0.19%	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

TFM

TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return

Collective Family Office's DFUV Position: Q2 2026 in Review

Collective Family Office held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 13,867 shares worth $763K. The position accounts for 0.16% of the portfolio, ranked #95.

Collective Family Office first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. 234 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Collective Family Office held 13,867 shares of Dimensional US Marketwide Value ETF worth $763K as of Q2 2026.
Collective Family Office left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
Dimensional US Marketwide Value ETF made up 0.16% of Collective Family Office's portfolio in Q2 2026, its #95 holding.
Collective Family Office first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
234 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Collective Family Office's 13F filing for Q2 2026, filed 2 Jul 2026.