EWA
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EP Wealth Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

EP Wealth Advisors’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 		$14M Buy
253,956
+12,857
+5% +$675K 0.05% 230
2026
Q1 		$11.7M Sell
241,099
-18,682
-7% -$916K 0.06% 199
2025
Q4 		$12.1M Buy
+259,781
New +$11.8M 0.06% 178
2025
Q2 		$12.2M Buy
288,112
+43,256
+18% +$1.74M 0.08% 165
2025
Q1 		$10.1M Sell
244,856
-10,449
-4% -$439K 0.08% 149
2024
Q4 		$10.4M Sell
255,305
-12,812
-5% -$544K 0.09% 138
2024
Q3 		$11.2M Buy
268,117
+8,445
+3% +$341K 0.1% 136
2024
Q2 		$10.2M Buy
259,672
+1,998
+0.8% +$79.1K 0.11% 115
2024
Q1 		$10.5M Sell
257,674
-7,094
-3% -$271K 0.12% 104
2023
Q4 		$9.85M Buy
264,768
+1,850
+0.7% +$63.7K 0.13% 105
2023
Q3 		$8.94M Buy
262,918
+224,324
+581% +$7.86M 0.14% 106
2023
Q2 		$9.31M Hold
38,594
– – 0.13% 106
2023
Q1 		$1.71M Buy
+38,594
New +$1.32M 0.03% 237
2022
Q4 		– Sell
-287,525
Closed -$8.51M – 628
2022
Q3 		$8.51M Sell
287,525
-3,219
-1% -$105K 0.19% 85
2022
Q2 		$9.19M Buy
+290,744
New +$9.68M 0.21% 80

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

EP Wealth Advisors's DFUV Position: Q2 2026 in Review

EP Wealth Advisors increased its Dimensional US Marketwide Value ETF (DFUV) stake by 5.3% in Q2 2026, buying an estimated $675K and bringing the position to 253,956 shares worth $14M. The position accounts for 0.05% of the portfolio, ranked #230.

EP Wealth Advisors first reported a position in DFUV in Q2 2022 and has held it in 15 quarters since. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • EP Wealth Advisors held 253,956 shares of Dimensional US Marketwide Value ETF worth $14M as of Q2 2026.
  • EP Wealth Advisors bought 12,857 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $675K.
  • Dimensional US Marketwide Value ETF made up 0.05% of EP Wealth Advisors's portfolio in Q2 2026, its #230 holding.
  • EP Wealth Advisors first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 15 quarters since.
  • 797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.