DiNuzzo Private Wealth’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

DiNuzzo Private Wealth’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	$24.9M	Sell	452,669 -2,780	-0.6%	-$146K	2.46%	15
2026 Q1	$22.1M	Sell	455,449 -9,888	-2%	-$485K	2.38%	15
2025 Q4	$21.7M	Sell	465,337 -5,330	-1%	-$242K	2.36%	15
2025 Q3	$20.9M	Sell	470,667 -1,526	-0.3%	-$66.5K	2.37%	14
2025 Q2	$20M	Sell	472,193 -6,946	-1%	-$279K	2.37%	14
2025 Q1	$19.7M	Sell	479,139 -2,615	-0.5%	-$110K	2.49%	13
2024 Q4	$19.7M	Sell	481,754 -7,757	-2%	-$329K	2.5%	13
2024 Q3	$20.4M	Sell	489,511 -5,581	-1%	-$226K	2.52%	13
2024 Q2	$19.4M	Sell	495,092 -4,492	-0.9%	-$178K	2.62%	13
2024 Q1	$20.4M	Sell	499,584 -1,720	-0.3%	-$65.7K	2.76%	12
2023 Q4	$18.7M	Buy	+501,304	New	+$17.3M	2.65%	13

Other funds holding DFUV

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TCOTS

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

BHWM

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

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

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

PWP

Parkwoods Wealth Partners Syracuse, New York $622M AUM 24.36% 1-Year Est. Return

DiNuzzo Private Wealth's DFUV Position: Q2 2026 in Review

DiNuzzo Private Wealth reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 0.61% in Q2 2026, selling an estimated $146K and leaving 452,669 shares worth $24.9M. The position accounts for 2.46% of the portfolio, ranked #15.

DiNuzzo Private Wealth first reported a position in DFUV in Q4 2023 and has held it in 11 quarters since. 337 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

DiNuzzo Private Wealth held 452,669 shares of Dimensional US Marketwide Value ETF worth $24.9M as of Q2 2026.
DiNuzzo Private Wealth sold 2,780 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $146K.
Dimensional US Marketwide Value ETF made up 2.46% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #15 holding.
DiNuzzo Private Wealth first reported a position in Dimensional US Marketwide Value ETF in Q4 2023 and has held it in 11 quarters since.
337 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.