FSWA
DFUV icon

Financial Synergies Wealth Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Financial Synergies Wealth Advisors’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 		$17.5M Buy
318,721
+786
+0.2% +$41.3K 1.49% 15
2026
Q1 		$15.4M Sell
317,935
-6,260
-2% -$307K 1.47% 14
2025
Q4 		$15.1M Buy
324,195
+2,811
+0.9% +$127K 1.46% 14
2025
Q3 		$14.4M Buy
321,384
+4,154
+1% +$181K 1.45% 14
2025
Q2 		$13.4M Buy
317,230
+1,098
+0.3% +$44.1K 1.46% 14
2025
Q1 		$13M Buy
316,132
+1,070
+0.3% +$44.9K 1.59% 14
2024
Q4 		$12.9M Buy
315,062
+890
+0.3% +$37.8K 1.6% 14
2024
Q3 		$13.1M Buy
314,172
+3,293
+1% +$133K 1.63% 14
2024
Q2 		$12.2M Buy
310,879
+1,357
+0.4% +$53.7K 1.64% 14
2024
Q1 		$12.7M Sell
309,522
-46,834
-13% -$1.79M 1.66% 14
2023
Q4 		$11.9M Buy
356,356
+44,847
+14% +$1.54M 1.85% 15
2023
Q3 		$10.6M Buy
311,509
+601
+0.2% +$21.1K 1.53% 16
2023
Q2 		$10.7M Sell
310,908
-47,024
-13% -$1.57M 1.5% 16
2023
Q1 		$12M Buy
357,932
+1,576
+0.4% +$54K 1.76% 15
2022
Q4 		$11.9M Buy
356,356
+1,385
+0.4% +$46K 1.85% 15
2022
Q3 		$10.5M Buy
354,971
+2,615
+0.7% +$85K 1.81% 15
2022
Q2 		$11.1M Buy
+352,356
New +$11.7M 1.81% 14

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
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 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
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Financial Synergies Wealth Advisors's DFUV Position: Q2 2026 in Review

Financial Synergies Wealth Advisors increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.25% in Q2 2026, buying an estimated $41.3K and bringing the position to 318,721 shares worth $17.5M. The position accounts for 1.49% of the portfolio, ranked #15.

Financial Synergies Wealth Advisors first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. 457 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Financial Synergies Wealth Advisors held 318,721 shares of Dimensional US Marketwide Value ETF worth $17.5M as of Q2 2026.
  • Financial Synergies Wealth Advisors bought 786 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $41.3K.
  • Dimensional US Marketwide Value ETF made up 1.49% of Financial Synergies Wealth Advisors's portfolio in Q2 2026, its #15 holding.
  • Financial Synergies Wealth Advisors first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
  • 457 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.