D'Orazio & Associates’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

D'Orazio & Associates’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	$778K	Hold	14,143	–	–	0.09%	87
2026 Q2	$778K	Hold	14,143	–	–	0.09%	91
2026 Q1	$685K	Hold	14,143	–	–	0.09%	89
2025 Q4	$659K	Hold	14,143	–	–	0.08%	92
2025 Q3	$632K	Hold	14,143	–	–	0.08%	88
2025 Q2	$598K	Sell	14,143 -1,488	-10%	-$59.8K	0.08%	91
2025 Q1	$644K	Hold	15,631	–	–	0.1%	77
2024 Q4	$640K	Hold	15,631	–	–	0.09%	77
2024 Q3	$652K	Hold	15,631	–	–	0.09%	74
2024 Q2	$614K	Hold	15,631	–	–	0.09%	75
2024 Q1	$639K	Sell	15,631 -265	-2%	-$10.1K	0.1%	68
2023 Q4	$592K	Hold	15,896	–	–	0.11%	69
2023 Q3	$541K	Sell	15,896 -1,000	-6%	-$35K	0.12%	67
2023 Q2	$583K	Hold	16,896	–	–	0.14%	57
2023 Q1	$566K	Hold	16,896	–	–	0.15%	56
2022 Q4	$566K	Hold	16,896	–	–	0.13%	59
2022 Q3	$500K	Sell	16,896 -3,219	-16%	-$105K	0.15%	57
2022 Q2	$636K	Buy	+20,115	New	+$669K	0.17%	44

Other funds holding DFUV

Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Trust Company of the South Greensboro, North Carolina $714M AUM 17.67% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.03B AUM

D'Orazio & Associates's DFUV Position: Q3 2026 in Review

D'Orazio & Associates held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q3 2026 at 14,143 shares worth $778K. The position accounts for 0.09% of the portfolio, ranked #87.

D'Orazio & Associates first reported a position in DFUV in Q2 2022 and has held it in 18 quarters since. The position peaked at $778K in Q2 2026. 465 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

D'Orazio & Associates held 14,143 shares of Dimensional US Marketwide Value ETF worth $778K as of Q3 2026.
D'Orazio & Associates left its Dimensional US Marketwide Value ETF share count unchanged in Q3 2026.
Dimensional US Marketwide Value ETF made up 0.09% of D'Orazio & Associates's portfolio in Q3 2026, its #87 holding.
D'Orazio & Associates first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 18 quarters since.
D'Orazio & Associates's Dimensional US Marketwide Value ETF position peaked at $778K in Q2 2026.
465 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

Based on D'Orazio & Associates's 13F filing for Q3 2026, filed 4 Nov 2026.