Delap Wealth Advisory’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Delap Wealth Advisory’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	$925K	Hold	16,821	–	–	0.31%	39
2026 Q1	$815K	Hold	16,821	–	–	0.31%	38
2025 Q4	$784K	Hold	16,821	–	–	0.3%	38
2025 Q3	$752K	Hold	16,821	–	–	0.32%	36
2025 Q2	$711K	Sell	16,821 -843	-5%	-$33.9K	0.34%	37
2025 Q1	$728K	Hold	17,664	–	–	0.41%	37
2024 Q4	$723K	Hold	17,664	–	–	0.43%	34
2024 Q3	$736K	Sell	17,664 -17,664	-50%	-$714K	0.47%	32
2024 Q2	$1.39M	Buy	35,328 +17,664	+100%	+$699K	0.64%	25
2024 Q1	$722K	Hold	17,664	–	–	0.29%	50
2023 Q4	$657K	Buy	17,664 +207	+1%	+$7.13K	0.3%	42
2023 Q3	$594K	Hold	17,457	–	–	0.57%	28
2023 Q2	$602K	Hold	17,457	–	–	0.59%	25
2023 Q1	$584K	Sell	17,457 -464	-3%	-$15.9K	0.6%	28
2022 Q4	$600K	Buy	+17,921	New	+$596K	0.63%	30

Other funds holding DFUV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Delap Wealth Advisory's DFUV Position: Q2 2026 in Review

Delap Wealth Advisory held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 16,821 shares worth $925K. The position accounts for 0.31% of the portfolio, ranked #39.

Delap Wealth Advisory first reported a position in DFUV in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.39M in Q2 2024. 802 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Delap Wealth Advisory held 16,821 shares of Dimensional US Marketwide Value ETF worth $925K as of Q2 2026.
Delap Wealth Advisory left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
Dimensional US Marketwide Value ETF made up 0.31% of Delap Wealth Advisory's portfolio in Q2 2026, its #39 holding.
Delap Wealth Advisory first reported a position in Dimensional US Marketwide Value ETF in Q4 2022 and has held it in 15 quarters since.
Delap Wealth Advisory's Dimensional US Marketwide Value ETF position peaked at $1.39M in Q2 2024.
802 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Delap Wealth Advisory's 13F filing for Q2 2026, filed 4 Aug 2026.