Dopkins Wealth Management
DFUV icon

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
Q3 		$21.8M Sell
397,021
-4,347
-1% -$244K 10.18% 1
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

Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Index Fund Advisors
Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 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

Dopkins Wealth Management's DFUV Position: Q3 2026 in Review

Dopkins Wealth Management reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 1.1% in Q3 2026, selling an estimated $244K and leaving 397,021 shares worth $21.8M. The position accounts for 10.18% of the portfolio, ranked #1.

Dopkins Wealth Management first reported a position in DFUV in Q2 2022 and has held it in 18 quarters since. The position peaked at $22.1M in Q2 2026. 655 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

  • Dopkins Wealth Management held 397,021 shares of Dimensional US Marketwide Value ETF worth $21.8M as of Q3 2026.
  • Dopkins Wealth Management sold 4,347 Dimensional US Marketwide Value ETF shares in Q3 2026, an estimated $244K.
  • Dimensional US Marketwide Value ETF made up 10.18% of Dopkins Wealth Management's portfolio in Q3 2026, its #1 holding.
  • Dopkins Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 18 quarters since.
  • Dopkins Wealth Management's Dimensional US Marketwide Value ETF position peaked at $22.1M in Q2 2026.
  • 655 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

Based on Dopkins Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.