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 Q3	$925K	Hold	16,821	–	–	0.32%	35
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%	+$7.12K	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

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

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

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

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Trust Company of the South Greensboro, North Carolina $714M AUM 17.67% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.03B AUM

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 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

Delap Wealth Advisory's DFUV Position: Q3 2026 in Review

Delap Wealth Advisory held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q3 2026 at 16,821 shares worth $925K. The position accounts for 0.32% of the portfolio, ranked #35.

Delap Wealth Advisory first reported a position in DFUV in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.39M in Q2 2024. 359 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

Delap Wealth Advisory held 16,821 shares of Dimensional US Marketwide Value ETF worth $925K as of Q3 2026.
Delap Wealth Advisory left its Dimensional US Marketwide Value ETF share count unchanged in Q3 2026.
Dimensional US Marketwide Value ETF made up 0.32% of Delap Wealth Advisory's portfolio in Q3 2026, its #35 holding.
Delap Wealth Advisory first reported a position in Dimensional US Marketwide Value ETF in Q4 2022 and has held it in 16 quarters since.
Delap Wealth Advisory's Dimensional US Marketwide Value ETF position peaked at $1.39M in Q2 2024.
359 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

Based on Delap Wealth Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.