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 Q3	$555K	Buy	10,089 +22	+0.2%	+$1.24K	0.22%	50
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

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Compass Wealth Management (Georgia)'s DFUV Position: Q3 2026 in Review

Compass Wealth Management (Georgia) increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.22% in Q3 2026, buying an estimated $1.24K and bringing the position to 10,089 shares worth $555K. The position accounts for 0.22% of the portfolio, ranked #50.

Compass Wealth Management (Georgia) first reported a position in DFUV in Q2 2025 and has held it in 6 quarters since. 729 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

Compass Wealth Management (Georgia) held 10,089 shares of Dimensional US Marketwide Value ETF worth $555K as of Q3 2026.
Compass Wealth Management (Georgia) bought 22 Dimensional US Marketwide Value ETF shares in Q3 2026, an estimated $1.24K.
Dimensional US Marketwide Value ETF made up 0.22% of Compass Wealth Management (Georgia)'s portfolio in Q3 2026, its #50 holding.
Compass Wealth Management (Georgia) first reported a position in Dimensional US Marketwide Value ETF in Q2 2025 and has held it in 6 quarters since.
729 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

Based on Compass Wealth Management (Georgia)'s 13F filing for Q3 2026, filed 30 Oct 2026.