Empirical Wealth Management
DFUV icon

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

Empirical 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 		$194M Buy
3,523,255
+168,161
+5% +$9.45M 2.62% 8
2026
Q2 		$185M Buy
3,355,094
+160,599
+5% +$8.43M 2.69% 7
2026
Q1 		$155M Buy
3,194,495
+136,247
+4% +$6.68M 2.68% 8
2025
Q4 		$142M Buy
3,058,248
+176,588
+6% +$8.01M 2.54% 8
2025
Q3 		$129M Buy
2,881,660
+151,503
+6% +$6.6M 2.58% 8
2025
Q2 		$115M Sell
2,730,157
-31,877
-1% -$1.28M 2.61% 9
2025
Q1 		$114M Buy
2,762,034
+126,746
+5% +$5.32M 2.93% 6
2024
Q4 		$108M Buy
2,635,288
+160,394
+6% +$6.81M 2.93% 6
2024
Q3 		$103M Buy
2,474,894
+234,926
+10% +$9.49M 2.89% 6
2024
Q2 		$88M Buy
2,239,968
+104,332
+5% +$4.13M 2.61% 9
2024
Q1 		$87.3M Buy
2,135,636
+70,350
+3% +$2.69M 2.64% 9
2023
Q4 		$76.9M Buy
2,065,286
+192,668
+10% +$6.63M 2.55% 11
2023
Q3 		$63.7M Buy
1,872,618
+93,175
+5% +$3.26M 2.5% 10
2023
Q2 		$61.4M Sell
1,779,443
-14,694
-0.8% -$491K 2.47% 10
2023
Q1 		$60.1M Buy
1,794,137
+48,066
+3% +$1.65M 2.61% 9
2022
Q4 		$58.5M Buy
1,746,071
+5,429
+0.3% +$180K 2.75% 7
2022
Q3 		$51.5M Sell
1,740,642
-11,979
-0.7% -$390K 2.7% 6
2022
Q2 		$55.4M Buy
+1,752,621
New +$58.3M 2.91% 5

Other funds holding DFUV

TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Trust Company of the South
Trust Company of the South Greensboro, North Carolina $714M AUM 17.67% 1-Year Est. Return
Evanson Financial
Evanson Financial Mclean, Virginia $2.03B AUM
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

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

Empirical Wealth Management increased its Dimensional US Marketwide Value ETF (DFUV) stake by 5% in Q3 2026, buying an estimated $9.45M and bringing the position to 3,523,255 shares worth $194M. The position accounts for 2.62% of the portfolio, ranked #8.

Empirical Wealth Management first reported a position in DFUV in Q2 2022 and has held it in 18 quarters since. 359 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

  • Empirical Wealth Management held 3,523,255 shares of Dimensional US Marketwide Value ETF worth $194M as of Q3 2026.
  • Empirical Wealth Management bought 168,161 Dimensional US Marketwide Value ETF shares in Q3 2026, an estimated $9.45M.
  • Dimensional US Marketwide Value ETF made up 2.62% of Empirical Wealth Management's portfolio in Q3 2026, its #8 holding.
  • Empirical Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 18 quarters since.
  • 359 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.