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

Evoke Wealth’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	–	Sell	-18,118	Closed	-$878K	–	159
2026 Q1	$878K	Hold	18,118	–	–	0.02%	295
2025 Q4	$844K	Hold	18,118	–	–	0.02%	297
2025 Q3	$810K	Hold	18,118	–	–	0.02%	279
2025 Q2	$766K	Hold	18,118	–	–	0.02%	269
2025 Q1	$747K	Hold	18,118	–	–	0.02%	223
2024 Q4	$741K	Hold	18,118	–	–	0.02%	211
2024 Q3	$755K	Buy	18,118 +10,777	+147%	+$436K	0.02%	207
2024 Q2	$288K	Sell	7,341 -10,777	-59%	-$426K	0.34%	59
2024 Q1	$741K	Buy	18,118 +10,777	+147%	+$412K	0.02%	201
2023 Q4	$273K	Hold	7,341	–	–	0.44%	53
2023 Q3	$250K	Hold	7,341	–	–	0.01%	325
2023 Q2	$253K	Hold	7,341	–	–	0.01%	310
2023 Q1	$246K	Hold	7,341	–	–	0.01%	301
2022 Q4	$246K	Hold	7,341	–	–	0.01%	310
2022 Q3	$217K	Hold	7,341	–	–	0.01%	305
2022 Q2	$232K	Buy	+7,341	New	+$244K	0.01%	295

Other funds holding DFUV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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 Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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 Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Evoke Wealth's DFUV Position: Q2 2026 in Review

Evoke Wealth sold out of Dimensional US Marketwide Value ETF (DFUV) in Q2 2026, closing a stake of 18,118 shares — an estimated $878K sold.

Evoke Wealth first reported a position in DFUV in Q2 2022 and held it in 16 quarters. The position peaked at $878K in Q1 2026. 800 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Evoke Wealth reported no remaining Dimensional US Marketwide Value ETF position as of Q2 2026 after selling out during the quarter.
Evoke Wealth sold 18,118 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $878K.
Evoke Wealth first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and held it in 16 quarters.
Evoke Wealth's Dimensional US Marketwide Value ETF position peaked at $878K in Q1 2026.
800 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.