Diversify Advisory Services’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Diversify Advisory Services’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	$2.2M	Buy	39,150 +770	+2%	+$43.3K	0.03%	412
2026 Q2	$2.13M	Buy	+38,380	New	+$2.02M	0.04%	390
2026 Q1	–	Sell	-25,118	Closed	-$1.22M	–	376
2025 Q4	$1.22M	Buy	+25,118	New	+$1.14M	0.04%	344

Other funds holding DFUV

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return

Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return

Porter White Investment Advisors Birmingham, Alabama $161M AUM 13.97% 1-Year Est. Return

Disciplined Equity Management Neptune Beach, Florida $227M AUM 20.15% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Diversify Advisory Services's DFUV Position: Q3 2026 in Review

Diversify Advisory Services increased its Dimensional US Marketwide Value ETF (DFUV) stake by 2% in Q3 2026, buying an estimated $43.3K and bringing the position to 39,150 shares worth $2.2M. The position accounts for 0.03% of the portfolio, ranked #412.

Diversify Advisory Services first reported a position in DFUV in Q4 2025 and has held it in 3 quarters since. 199 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

Diversify Advisory Services held 39,150 shares of Dimensional US Marketwide Value ETF worth $2.2M as of Q3 2026.
Diversify Advisory Services bought 770 Dimensional US Marketwide Value ETF shares in Q3 2026, an estimated $43.3K.
Dimensional US Marketwide Value ETF made up 0.03% of Diversify Advisory Services's portfolio in Q3 2026, its #412 holding.
Diversify Advisory Services first reported a position in Dimensional US Marketwide Value ETF in Q4 2025 and has held it in 3 quarters since.
199 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.