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EnRich Financial Partners’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

EnRich Financial 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 		$7.16M Sell
130,198
-1,426
-1% -$74.9K 1.7% 19
2026
Q1 		$6.38M Sell
131,624
-1,198
-0.9% -$58.8K 1.69% 18
2025
Q4 		$6.19M Sell
132,822
-2,515
-2% -$114K 1.69% 17
2025
Q3 		$6.05M Sell
135,337
-1,152
-0.8% -$50.2K 1.72% 16
2025
Q2 		$5.77M Sell
136,489
-2,689
-2% -$108K 1.77% 16
2025
Q1 		$5.74M Sell
139,178
-1,590
-1% -$66.7K 1.93% 15
2024
Q4 		$5.76M Sell
140,768
-1,087
-0.8% -$46.1K 1.92% 16
2024
Q3 		$5.91M Sell
141,855
-203
-0.1% -$8.2K 1.98% 15
2024
Q2 		$5.58M Sell
142,058
-641
-0.4% -$25.4K 2.05% 15
2024
Q1 		$5.84M Sell
142,699
-2,111
-1% -$80.6K 2.19% 15
2023
Q4 		$5.39M Buy
+144,810
New +$4.98M 2.25% 15

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 27.94% 1-Year Est. Return

EnRich Financial Partners's DFUV Position: Q2 2026 in Review

EnRich Financial Partners reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 1.1% in Q2 2026, selling an estimated $74.9K and leaving 130,198 shares worth $7.16M. The position accounts for 1.7% of the portfolio, ranked #19.

EnRich Financial Partners first reported a position in DFUV in Q4 2023 and has held it in 11 quarters since. 794 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • EnRich Financial Partners held 130,198 shares of Dimensional US Marketwide Value ETF worth $7.16M as of Q2 2026.
  • EnRich Financial Partners sold 1,426 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $74.9K.
  • Dimensional US Marketwide Value ETF made up 1.7% of EnRich Financial Partners's portfolio in Q2 2026, its #19 holding.
  • EnRich Financial Partners first reported a position in Dimensional US Marketwide Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 794 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on EnRich Financial Partners's 13F filing for Q2 2026, filed 27 Jul 2026.