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 Q3	$241K	Sell	4,390 -2,173	-33%	-$122K	0.01%	698
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return

Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return

Porter White Investment Advisors Birmingham, Alabama $161M AUM 13.97% 1-Year Est. Return

Disciplined Equity Management Neptune Beach, Florida $227M AUM 20.15% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

CX Institutional's DFUV Position: Q3 2026 in Review

CX Institutional reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 33% in Q3 2026, selling an estimated $122K and leaving 4,390 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #698.

CX Institutional first reported a position in DFUV in Q2 2022 and has held it in 8 quarters since. The position peaked at $361K in Q2 2026. 201 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

CX Institutional held 4,390 shares of Dimensional US Marketwide Value ETF worth $241K as of Q3 2026.
CX Institutional sold 2,173 Dimensional US Marketwide Value ETF shares in Q3 2026, an estimated $122K.
Dimensional US Marketwide Value ETF made up 0.01% of CX Institutional's portfolio in Q3 2026, its #698 holding.
CX Institutional first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 8 quarters since.
CX Institutional's Dimensional US Marketwide Value ETF position peaked at $361K in Q2 2026.
201 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.