CWMG
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Compass Wealth Management (Georgia)’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Compass Wealth Management (Georgia)’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 		$554K Buy
10,067
+22
+0.2% +$1.16K 0.22% 47
2026
Q1 		$487K Buy
10,045
+22
+0.2% +$1.08K 0.21% 44
2025
Q4 		$467K Buy
10,023
+23
+0.2% +$1.04K 0.19% 49
2025
Q3 		$447K Sell
10,000
-116
-1% -$5.05K 0.2% 48
2025
Q2 		$428K Buy
+10,116
New +$406K 0.23% 48

Other funds holding DFUV

EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
EF
Evanson Financial Mclean, Virginia $2.04B AUM
FG
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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CA
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

Compass Wealth Management (Georgia)'s DFUV Position: Q2 2026 in Review

Compass Wealth Management (Georgia) increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.22% in Q2 2026, buying an estimated $1.16K and bringing the position to 10,067 shares worth $554K. The position accounts for 0.22% of the portfolio, ranked #47.

Compass Wealth Management (Georgia) first reported a position in DFUV in Q2 2025 and has held it in 5 quarters since. 222 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Compass Wealth Management (Georgia) held 10,067 shares of Dimensional US Marketwide Value ETF worth $554K as of Q2 2026.
  • Compass Wealth Management (Georgia) bought 22 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $1.16K.
  • Dimensional US Marketwide Value ETF made up 0.22% of Compass Wealth Management (Georgia)'s portfolio in Q2 2026, its #47 holding.
  • Compass Wealth Management (Georgia) first reported a position in Dimensional US Marketwide Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 222 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Compass Wealth Management (Georgia)'s 13F filing for Q2 2026, filed 21 Jul 2026.