CX Institutional’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

CX Institutional’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	$361K	Buy	6,563 +3,572	+119%	+$188K	0.01%	560
2026 Q1	$145K	Buy	2,991 +10	+0.3%	+$491	﹤0.01%	791
2025 Q4	$139K	Buy	2,981 +11	+0.4%	+$499	﹤0.01%	792
2025 Q3	$133K	Buy	2,970 +1,681	+130%	+$73.2K	﹤0.01%	779
2025 Q2	$54K	Hold	1,289	–	–	﹤0.01%	846
2025 Q1	$53K	Buy	+1,289	New	+$54.1K	﹤0.01%	826
2022 Q3	–	Sell	-1,559	Closed	-$49K	–	618
2022 Q2	$49K	Buy	+1,559	New	+$51.9K	﹤0.01%	676

Other funds holding DFUV

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

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

ShankerValleau Wealth Advisors Skokie, Illinois $380M AUM 12.86% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return