CGFA
DFUV icon

Colton Groome Financial Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Colton Groome Financial Advisors’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
Q3 		$223K Hold
4,052
– – 0.05% 145
2026
Q2 		$223K Buy
+4,052
New +$213K 0.05% 157

Other funds holding DFUV

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
BWMG
Bannerman Wealth Management Group Lewisville, Texas $175M AUM 13.84% 1-Year Est. Return

Colton Groome Financial Advisors's DFUV Position: Q3 2026 in Review

Colton Groome Financial Advisors held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q3 2026 at 4,052 shares worth $223K. The position accounts for 0.05% of the portfolio, ranked #145.

Colton Groome Financial Advisors first reported a position in DFUV in Q2 2026 and has held it in 2 quarters since. The position peaked at $223K in Q2 2026. 33 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

  • Colton Groome Financial Advisors held 4,052 shares of Dimensional US Marketwide Value ETF worth $223K as of Q3 2026.
  • Colton Groome Financial Advisors left its Dimensional US Marketwide Value ETF share count unchanged in Q3 2026.
  • Dimensional US Marketwide Value ETF made up 0.05% of Colton Groome Financial Advisors's portfolio in Q3 2026, its #145 holding.
  • Colton Groome Financial Advisors first reported a position in Dimensional US Marketwide Value ETF in Q2 2026 and has held it in 2 quarters since.
  • Colton Groome Financial Advisors's Dimensional US Marketwide Value ETF position peaked at $223K in Q2 2026.
  • 33 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q3 2026, filed 6 Oct 2026.