EWM
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
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

TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TCOTS
Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
PWP
Parkwoods Wealth Partners Syracuse, New York $622M AUM 24.36% 1-Year Est. Return

Empirical Wealth Management's DFUV Position: Q2 2026 in Review

Empirical Wealth Management increased its Dimensional US Marketwide Value ETF (DFUV) stake by 5% in Q2 2026, buying an estimated $8.43M and bringing the position to 3,355,094 shares worth $185M. The position accounts for 2.69% of the portfolio, ranked #7.

Empirical Wealth Management first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. 359 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Empirical Wealth Management held 3,355,094 shares of Dimensional US Marketwide Value ETF worth $185M as of Q2 2026.
  • Empirical Wealth Management bought 160,599 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $8.43M.
  • Dimensional US Marketwide Value ETF made up 2.69% of Empirical Wealth Management's portfolio in Q2 2026, its #7 holding.
  • Empirical Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
  • 359 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.