FWCM
DFUV icon

Ferguson Wellman Capital Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Ferguson Wellman Capital 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 		$885K Sell
16,093
-11,648
-42% -$655K 0.01% 236
2026
Q2 		$1.53M Hold
27,741
– – 0.02% 196
2026
Q1 		$1.34M Hold
27,741
– – 0.02% 198
2025
Q4 		$1.29M Hold
27,741
– – 0.02% 165
2025
Q3 		$1.24M Hold
27,741
– – 0.02% 168
2025
Q2 		$1.17M Hold
27,741
– – 0.02% 173
2025
Q1 		$1.14M Hold
27,741
– – 0.02% 174
2024
Q4 		$1.14M Sell
27,741
-11,649
-30% -$494K 0.02% 177
2024
Q3 		$1.64M Hold
39,390
– – 0.03% 151
2024
Q2 		$1.55M Hold
39,390
– – 0.03% 149
2024
Q1 		$1.61M Hold
39,390
– – 0.03% 153
2023
Q4 		$1.47M Hold
39,390
– – 0.03% 160
2023
Q3 		$1.34M Hold
39,390
– – 0.03% 151
2023
Q2 		$1.36M Sell
39,390
-190
-0.5% -$6.35K 0.03% 164
2023
Q1 		$1.33M Hold
39,580
– – 0.03% 163
2022
Q4 		$1.32M Hold
39,580
– – 0.03% 167
2022
Q3 		$1.17M Hold
39,580
– – 0.05% 150
2022
Q2 		$1.25M Buy
+39,580
New +$1.32M 0.05% 155

Other funds holding DFUV

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Ferguson Wellman Capital Management's DFUV Position: Q3 2026 in Review

Ferguson Wellman Capital Management reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 42% in Q3 2026, selling an estimated $655K and leaving 16,093 shares worth $885K. The position accounts for 0.01% of the portfolio, ranked #236.

Ferguson Wellman Capital Management first reported a position in DFUV in Q2 2022 and has held it in 18 quarters since. The position peaked at $1.64M in Q3 2024. 35 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

  • Ferguson Wellman Capital Management held 16,093 shares of Dimensional US Marketwide Value ETF worth $885K as of Q3 2026.
  • Ferguson Wellman Capital Management sold 11,648 Dimensional US Marketwide Value ETF shares in Q3 2026, an estimated $655K.
  • Dimensional US Marketwide Value ETF made up 0.01% of Ferguson Wellman Capital Management's portfolio in Q3 2026, its #236 holding.
  • Ferguson Wellman Capital Management first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 18 quarters since.
  • Ferguson Wellman Capital Management's Dimensional US Marketwide Value ETF position peaked at $1.64M in Q3 2024.
  • 35 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q3 2026, filed 5 Oct 2026.