EWM
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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
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% -$9.58K 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

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 $104B AUM 28.3% 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 $72.2B AUM 27.85% 1-Year Est. Return

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

Evermay Wealth Management held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 1,275 shares worth $70.1K. The position accounts for 0.01% of the portfolio, ranked #316.

Evermay Wealth Management first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. The position peaked at $89K in Q1 2024. 802 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Evermay Wealth Management held 1,275 shares of Dimensional US Marketwide Value ETF worth $70.1K as of Q2 2026.
  • Evermay Wealth Management left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
  • Dimensional US Marketwide Value ETF made up 0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #316 holding.
  • Evermay Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
  • Evermay Wealth Management's Dimensional US Marketwide Value ETF position peaked at $89K in Q1 2024.
  • 802 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.