Dopkins Wealth Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Dopkins Wealth 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 Q2	$22.1M	Sell	401,368 -4,427	-1%	-$232K	8.02%	2
2026 Q1	$19.7M	Sell	405,795 -20,786	-5%	-$1.02M	7.9%	3
2025 Q4	$19.9M	Sell	426,581 -2,824	-0.7%	-$128K	8.12%	3
2025 Q3	$19.2M	Sell	429,405 -24,025	-5%	-$1.05M	8.1%	4
2025 Q2	$19.2M	Buy	453,430 +2,835	+0.6%	+$114K	8.6%	2
2025 Q1	$18.6M	Buy	450,595 +4,037	+0.9%	+$169K	9.44%	2
2024 Q4	$18.3M	Buy	446,558 +165,459	+59%	+$7.02M	9.31%	2
2024 Q3	$11.7M	Sell	281,099 -149,355	-35%	-$6.04M	9.46%	3
2024 Q2	$16.9M	Sell	430,454 -9,671	-2%	-$383K	10.28%	3
2024 Q1	$18M	Buy	440,125 +23,701	+6%	+$905K	10.84%	3
2023 Q4	$15.5M	Sell	416,424 -7,459	-2%	-$257K	12.06%	3
2023 Q3	$14.4M	Buy	423,883 +39,935	+10%	+$1.4M	10.92%	3
2023 Q2	$13.2M	Buy	383,948 +5,345	+1%	+$179K	11.8%	3
2023 Q1	$12.7M	Sell	378,603 -12,494	-3%	-$428K	11.87%	3
2022 Q4	$13.1M	Buy	391,097 +13,921	+4%	+$463K	11.53%	3
2022 Q3	$11.2M	Sell	377,176 -5,322	-1%	-$173K	12.51%	3
2022 Q2	$12.1M	Buy	+382,498	New	+$12.7M	13.05%	3

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

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

Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

KAM

KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return

Dopkins Wealth Management's DFUV Position: Q2 2026 in Review

Dopkins Wealth Management reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 1.1% in Q2 2026, selling an estimated $232K and leaving 401,368 shares worth $22.1M. The position accounts for 8.02% of the portfolio, ranked #2.

Dopkins Wealth Management first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. 188 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Dopkins Wealth Management held 401,368 shares of Dimensional US Marketwide Value ETF worth $22.1M as of Q2 2026.
Dopkins Wealth Management sold 4,427 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $232K.
Dimensional US Marketwide Value ETF made up 8.02% of Dopkins Wealth Management's portfolio in Q2 2026, its #2 holding.
Dopkins Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
188 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Dopkins Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.