Disciplined Equity Management
DFUV icon

Disciplined Equity Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Disciplined Equity Management’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 		$46.2M Buy
839,738
+844
+0.1% +$47.4K 20.34% 2
2026
Q2 		$46.1M Buy
838,894
+30,190
+4% +$1.59M 20.44% 1
2026
Q1 		$39.2M Buy
808,704
+6,395
+0.8% +$314K 19.69% 1
2025
Q4 		$37.4M Buy
802,309
+29,547
+4% +$1.34M 19.37% 2
2025
Q3 		$34.5M Buy
772,762
+25,896
+3% +$1.13M 18.79% 2
2025
Q2 		$31.6M Buy
746,866
+65,000
+10% +$2.61M 18.54% 2
2025
Q1 		$28.1M Buy
681,866
+7,538
+1% +$316K 19.54% 1
2024
Q4 		$27.6M Sell
674,328
-13,814
-2% -$586K 17.88% 2
2024
Q3 		$28.7M Sell
688,142
-1,540
-0.2% -$62.2K 18.11% 2
2024
Q2 		$27.1M Buy
689,682
+10,364
+2% +$410K 17.84% 2
2024
Q1 		$27.8M Buy
679,318
+29,553
+5% +$1.13M 18.46% 1
2023
Q4 		$24.2M Buy
649,765
+58,124
+10% +$2M 16.6% 2
2023
Q3 		$20.1M Sell
591,641
-8,969
-1% -$314K 16.83% 2
2023
Q2 		$20.7M Buy
600,610
+2,482
+0.4% +$82.9K 16.88% 2
2023
Q1 		$20M Buy
598,128
+13,260
+2% +$454K 16.95% 2
2022
Q4 		$19.6M Sell
584,868
-3,855
-0.7% -$128K 17.32% 1
2022
Q3 		$17.4M Buy
588,723
+10,890
+2% +$354K 17.2% 1
2022
Q2 		$18.3M Buy
+577,833
New +$19.2M 16.57% 1

Other funds holding DFUV

Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Index Fund Advisors
Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 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

Disciplined Equity Management's DFUV Position: Q3 2026 in Review

Disciplined Equity Management increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.1% in Q3 2026, buying an estimated $47.4K and bringing the position to 839,738 shares worth $46.2M. The position accounts for 20.34% of the portfolio, ranked #2.

Disciplined Equity Management first reported a position in DFUV in Q2 2022 and has held it in 18 quarters since. 547 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

  • Disciplined Equity Management held 839,738 shares of Dimensional US Marketwide Value ETF worth $46.2M as of Q3 2026.
  • Disciplined Equity Management bought 844 Dimensional US Marketwide Value ETF shares in Q3 2026, an estimated $47.4K.
  • Dimensional US Marketwide Value ETF made up 20.34% of Disciplined Equity Management's portfolio in Q3 2026, its #2 holding.
  • Disciplined Equity Management first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 18 quarters since.
  • 547 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

Based on Disciplined Equity Management's 13F filing for Q3 2026, filed 14 Oct 2026.