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

Evermay 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	$70.1K	Hold	1,275	–	–	0.01%	323
2026 Q2	$70.1K	Hold	1,275	–	–	0.01%	316
2026 Q1	$61.8K	Hold	1,275	–	–	0.01%	302
2025 Q4	$59.4K	Hold	1,275	–	–	0.01%	307
2025 Q3	$57K	Hold	1,275	–	–	0.01%	318
2025 Q2	$53.9K	Hold	1,275	–	–	0.01%	317
2025 Q1	$52.5K	Sell	1,275 -302	-19%	-$12.7K	0.01%	318
2024 Q4	$64.5K	Hold	1,577	–	–	0.01%	299
2024 Q3	$65.7K	Sell	1,577 -237	-13%	-$9.6K	0.01%	312
2024 Q2	$71.2K	Sell	1,814 -362	-17%	-$14.3K	0.01%	308
2024 Q1	$89K	Hold	2,176	–	–	0.01%	288
2023 Q4	$81K	Sell	2,176 -40	-2%	-$1.38K	0.02%	277
2023 Q3	$75.4K	Hold	2,216	–	–	0.02%	262
2023 Q2	$76.5K	Hold	2,216	–	–	0.01%	265
2023 Q1	$74.2K	Hold	2,216	–	–	0.02%	269
2022 Q4	$74.2K	Hold	2,216	–	–	0.02%	256
2022 Q3	$66K	Hold	2,216	–	–	0.01%	258
2022 Q2	$70K	Buy	+2,216	New	+$73.8K	0.01%	248

Other funds holding DFUV

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Evermay Wealth Management held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q3 2026 at 1,275 shares worth $70.1K. The position accounts for 0.01% of the portfolio, ranked #323.

Evermay Wealth Management first reported a position in DFUV in Q2 2022 and has held it in 18 quarters since. The position peaked at $89K in Q1 2024. 578 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

Evermay Wealth Management held 1,275 shares of Dimensional US Marketwide Value ETF worth $70.1K as of Q3 2026.
Evermay Wealth Management left its Dimensional US Marketwide Value ETF share count unchanged in Q3 2026.
Dimensional US Marketwide Value ETF made up 0.01% of Evermay Wealth Management's portfolio in Q3 2026, its #323 holding.
Evermay Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 18 quarters since.
Evermay Wealth Management's Dimensional US Marketwide Value ETF position peaked at $89K in Q1 2024.
578 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

Based on Evermay Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.