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DFUV icon

Family CFO’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Family CFO’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 		$3.01M Sell
54,645
-777
-1% -$40.8K 1.16% 17
2026
Q1 		$2.69M Hold
55,422
– – 1.2% 17
2025
Q4 		$2.58M Hold
55,422
– – 1.15% 16
2025
Q3 		$2.48M Buy
55,422
+2,229
+4% +$97.1K 1.14% 16
2025
Q2 		$2.25M Buy
53,193
+3,739
+8% +$150K 1.13% 16
2025
Q1 		$2.04M Buy
49,454
+2,776
+6% +$117K 1.12% 16
2024
Q4 		$1.91M Buy
46,678
+7,924
+20% +$336K 1.05% 16
2024
Q3 		$1.62M Buy
38,754
+563
+1% +$22.8K 0.91% 20
2024
Q2 		$1.5M Sell
38,191
-61
-0.2% -$2.41K 0.92% 19
2024
Q1 		$1.56M Buy
38,252
+230
+0.6% +$8.79K 0.97% 19
2023
Q4 		$1.42M Buy
38,022
+8,776
+30% +$302K 0.91% 19
2023
Q3 		$995K Buy
29,246
+6,113
+26% +$214K 0.72% 20
2023
Q2 		$798K Buy
23,133
+968
+4% +$32.3K 0.56% 21
2023
Q1 		$742K Buy
22,165
+2,147
+11% +$73.5K 0.57% 21
2022
Q4 		$670K Buy
20,018
+9,456
+90% +$314K 0.6% 19
2022
Q3 		$313K Hold
10,562
– – 0.33% 22
2022
Q2 		$334K Buy
+10,562
New +$352K 0.36% 23

Other funds holding DFUV

TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TCOTS
Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Family CFO's DFUV Position: Q2 2026 in Review

Family CFO reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 1.4% in Q2 2026, selling an estimated $40.8K and leaving 54,645 shares worth $3.01M. The position accounts for 1.16% of the portfolio, ranked #17.

Family CFO first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. 403 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Family CFO held 54,645 shares of Dimensional US Marketwide Value ETF worth $3.01M as of Q2 2026.
  • Family CFO sold 777 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $40.8K.
  • Dimensional US Marketwide Value ETF made up 1.16% of Family CFO's portfolio in Q2 2026, its #17 holding.
  • Family CFO first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
  • 403 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Family CFO's 13F filing for Q2 2026, filed 20 Jul 2026.