DiNuzzo Private Wealth
DFUV icon

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
Q3 		$24.6M Sell
446,378
-6,291
-1% -$354K 2.44% 15
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

Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Trust Company of the South
Trust Company of the South Greensboro, North Carolina $714M AUM 17.67% 1-Year Est. Return
Evanson Financial
Evanson Financial Mclean, Virginia $2.03B AUM
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Schoolcraft Capital
Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return
Willow Creek Wealth Management
Willow Creek Wealth Management Sebastopol, California $1.52B AUM

DiNuzzo Private Wealth's DFUV Position: Q3 2026 in Review

DiNuzzo Private Wealth reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 1.4% in Q3 2026, selling an estimated $354K and leaving 446,378 shares worth $24.6M. The position accounts for 2.44% of the portfolio, ranked #15.

DiNuzzo Private Wealth first reported a position in DFUV in Q4 2023 and has held it in 12 quarters since. The position peaked at $24.9M in Q2 2026. 309 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

  • DiNuzzo Private Wealth held 446,378 shares of Dimensional US Marketwide Value ETF worth $24.6M as of Q3 2026.
  • DiNuzzo Private Wealth sold 6,291 Dimensional US Marketwide Value ETF shares in Q3 2026, an estimated $354K.
  • Dimensional US Marketwide Value ETF made up 2.44% of DiNuzzo Private Wealth's portfolio in Q3 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 12 quarters since.
  • DiNuzzo Private Wealth's Dimensional US Marketwide Value ETF position peaked at $24.9M in Q2 2026.
  • 309 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

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