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E-Wealth Partners’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

E-Wealth Partners’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 		$456K Sell
8,295
-137
-2% -$7.19K 0.33% 36
2026
Q1 		$409K Buy
8,432
+26
+0.3% +$1.27K 0.33% 42
2025
Q4 		$392K Buy
+8,406
New +$381K 0.33% 42

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return

E-Wealth Partners's DFUV Position: Q2 2026 in Review

E-Wealth Partners reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 1.6% in Q2 2026, selling an estimated $7.19K and leaving 8,295 shares worth $456K. The position accounts for 0.33% of the portfolio, ranked #36.

E-Wealth Partners first reported a position in DFUV in Q4 2025 and has held it in 3 quarters since. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • E-Wealth Partners held 8,295 shares of Dimensional US Marketwide Value ETF worth $456K as of Q2 2026.
  • E-Wealth Partners sold 137 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $7.19K.
  • Dimensional US Marketwide Value ETF made up 0.33% of E-Wealth Partners's portfolio in Q2 2026, its #36 holding.
  • E-Wealth Partners first reported a position in Dimensional US Marketwide Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on E-Wealth Partners's 13F filing for Q2 2026, filed 17 Aug 2026.