Colorado Capital Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Colorado Capital 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	$6.23M	Sell	113,213 -13,861	-11%	-$728K	2.13%	16
2026 Q1	$6.16M	Sell	127,074 -3,357	-3%	-$165K	2.3%	13
2025 Q4	$6.08M	Sell	130,431 -1,662	-1%	-$75.4K	2.28%	14
2025 Q3	$5.9M	Sell	132,093 -428	-0.3%	-$18.6K	2.28%	13
2025 Q2	$5.6M	Sell	132,521 -26,211	-17%	-$1.05M	2.4%	13
2025 Q1	$6.54M	Sell	158,732 -2,261	-1%	-$94.9K	3.05%	9
2024 Q4	$6.59M	Sell	160,993 -16,098	-9%	-$683K	3.19%	9
2024 Q3	$7.38M	Sell	177,091 -1,943	-1%	-$78.5K	3.65%	6
2024 Q2	$7.03M	Sell	179,034 -3,884	-2%	-$154K	3.92%	4
2024 Q1	$7.48M	Buy	182,918 +3,041	+2%	+$116K	4.33%	1
2023 Q4	$6.7M	Buy	179,877 +755	+0.4%	+$26K	4.39%	4
2023 Q3	$6.09M	Buy	179,122 +1,059	+0.6%	+$37.1K	4.62%	4
2023 Q2	$6.14M	Sell	178,063 -5,611	-3%	-$187K	4.54%	4
2023 Q1	$6.15M	Sell	183,674 -1,097	-0.6%	-$37.6K	4.77%	3
2022 Q4	$6.17M	Buy	184,771 +1,214	+0.7%	+$40.3K	5.14%	1
2022 Q3	$5.43M	Sell	183,557 -3,642	-2%	-$118K	4.7%	3
2022 Q2	$5.92M	Buy	+187,199	New	+$6.23M	4.8%	2

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

Colorado Capital Management's DFUV Position: Q2 2026 in Review

Colorado Capital Management reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 11% in Q2 2026, selling an estimated $728K and leaving 113,213 shares worth $6.23M. The position accounts for 2.13% of the portfolio, ranked #16.

Colorado Capital Management first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. The position peaked at $7.48M in Q1 2024. 403 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Colorado Capital Management held 113,213 shares of Dimensional US Marketwide Value ETF worth $6.23M as of Q2 2026.
Colorado Capital Management sold 13,861 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $728K.
Dimensional US Marketwide Value ETF made up 2.13% of Colorado Capital Management's portfolio in Q2 2026, its #16 holding.
Colorado Capital Management first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
Colorado Capital Management's Dimensional US Marketwide Value ETF position peaked at $7.48M in Q1 2024.
403 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Colorado Capital Management's 13F filing for Q2 2026, filed 8 Jul 2026.