DHJJ Financial Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

DHJJ Financial Advisors’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	$204K	Hold	3,711	–	–	0.06%	210
2026 Q1	$180K	Hold	3,711	–	–	0.06%	212
2025 Q4	$173K	Hold	3,711	–	–	0.06%	204
2025 Q3	$166K	Hold	3,711	–	–	0.06%	198
2025 Q2	$157K	Hold	3,711	–	–	0.06%	196
2025 Q1	$153K	Hold	3,711	–	–	0.06%	178
2024 Q4	$152K	Hold	3,711	–	–	0.06%	178
2024 Q3	$155K	Hold	3,711	–	–	0.06%	169
2024 Q2	$146K	Sell	3,711 -738	-17%	-$29.2K	0.06%	167
2024 Q1	$182K	Sell	4,449 -250	-5%	-$9.55K	0.08%	148
2023 Q4	$175K	Hold	4,699	–	–	0.08%	146
2023 Q3	$160K	Buy	+4,699	New	+$165K	0.08%	144

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

DHJJ Financial Advisors's DFUV Position: Q2 2026 in Review

DHJJ Financial Advisors held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 3,711 shares worth $204K. The position accounts for 0.06% of the portfolio, ranked #210.

DHJJ Financial Advisors first reported a position in DFUV in Q3 2023 and has held it in 12 quarters since. 800 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

DHJJ Financial Advisors held 3,711 shares of Dimensional US Marketwide Value ETF worth $204K as of Q2 2026.
DHJJ Financial Advisors left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
Dimensional US Marketwide Value ETF made up 0.06% of DHJJ Financial Advisors's portfolio in Q2 2026, its #210 holding.
DHJJ Financial Advisors first reported a position in Dimensional US Marketwide Value ETF in Q3 2023 and has held it in 12 quarters since.
800 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.