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

Wavvest Wealth LLC’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	$231K	Buy	+4,205	New	+$236K	0.19%	92

Other funds holding DFUV

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Trust Company of the South Greensboro, North Carolina $714M AUM 17.67% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.03B AUM

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

Wavvest Wealth LLC's DFUV Position: Q3 2026 in Review

Wavvest Wealth LLC opened a new position in Dimensional US Marketwide Value ETF (DFUV) in Q3 2026: 4,205 shares worth $231K. The stake represents 0.19% of the portfolio and ranks #92 among its holdings.

315 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

Wavvest Wealth LLC held 4,205 shares of Dimensional US Marketwide Value ETF worth $231K as of Q3 2026.
Dimensional US Marketwide Value ETF was a new Wavvest Wealth LLC position in Q3 2026.
Dimensional US Marketwide Value ETF made up 0.19% of Wavvest Wealth LLC's portfolio in Q3 2026, its #92 holding.
315 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

Based on Wavvest Wealth LLC's 13F filing for Q3 2026, filed 21 Oct 2026.