VALEN PRIVATE CAPITAL, LLC’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

VALEN PRIVATE CAPITAL, LLC’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	$211K	Buy	+3,837	New	+$216K	0.07%	73

Other funds holding DFUV

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

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

VALEN PRIVATE CAPITAL, LLC's DFUV Position: Q3 2026 in Review

VALEN PRIVATE CAPITAL, LLC opened a new position in Dimensional US Marketwide Value ETF (DFUV) in Q3 2026: 3,837 shares worth $211K. The stake represents 0.07% of the portfolio and ranks #73 among its holdings.

269 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

VALEN PRIVATE CAPITAL, LLC held 3,837 shares of Dimensional US Marketwide Value ETF worth $211K as of Q3 2026.
Dimensional US Marketwide Value ETF was a new VALEN PRIVATE CAPITAL, LLC position in Q3 2026.
Dimensional US Marketwide Value ETF made up 0.07% of VALEN PRIVATE CAPITAL, LLC's portfolio in Q3 2026, its #73 holding.
269 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

Based on VALEN PRIVATE CAPITAL, LLC's 13F filing for Q3 2026, filed 23 Oct 2026.