CWA Asset Management Group’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

CWA Asset Management Group’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	$743K	Hold	13,503	–	–	0.02%	433
2026 Q1	$654K	Hold	13,503	–	–	0.02%	444
2025 Q4	$629K	Hold	13,503	–	–	0.02%	424
2025 Q3	$603K	Hold	13,503	–	–	0.02%	441
2025 Q2	$571K	Hold	13,503	–	–	0.02%	440
2025 Q1	$556K	Hold	13,503	–	–	0.03%	414
2024 Q4	$553K	Hold	13,503	–	–	0.03%	366
2024 Q3	$563K	Buy	+13,503	New	+$546K	0.03%	340
2024 Q1	$1.27M	Sell	31,090 -1,348	-4%	-$51.5K	0.08%	186
2023 Q4	$1.21M	Hold	32,438	–	–	0.08%	151
2023 Q3	$1.1M	Sell	32,438 -1,270	-4%	-$44.5K	0.08%	139
2023 Q2	$1.16M	Hold	33,708	–	–	0.08%	130
2023 Q1	$1.13M	Buy	33,708 +1,348	+4%	+$46.1K	0.08%	126
2022 Q4	$1.08M	Hold	32,360	–	–	0.09%	136
2022 Q3	$958K	Sell	32,360 -421	-1%	-$13.7K	0.09%	122
2022 Q2	$1.04M	Buy	+32,781	New	+$1.09M	0.1%	120

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

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 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

CWA Asset Management Group's DFUV Position: Q2 2026 in Review

CWA Asset Management Group held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 13,503 shares worth $743K. The position accounts for 0.02% of the portfolio, ranked #433.

CWA Asset Management Group first reported a position in DFUV in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.27M in Q1 2024. 430 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

CWA Asset Management Group held 13,503 shares of Dimensional US Marketwide Value ETF worth $743K as of Q2 2026.
CWA Asset Management Group left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
Dimensional US Marketwide Value ETF made up 0.02% of CWA Asset Management Group's portfolio in Q2 2026, its #433 holding.
CWA Asset Management Group first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 16 quarters since.
CWA Asset Management Group's Dimensional US Marketwide Value ETF position peaked at $1.27M in Q1 2024.
430 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.