Forteris Wealth Management
DFUV icon

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

Forteris Wealth 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 		$6.32M Sell
114,954
-2,318
-2% -$130K 5.23% 4
2026
Q2 		$6.45M Buy
117,272
+15
+0% +$788 5.28% 4
2026
Q1 		$5.68M Buy
117,257
+2,917
+3% +$143K 5.44% 3
2025
Q4 		$5.33M Buy
+114,340
New +$5.19M 5.24% 3

Other funds holding DFUV

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Index Fund Advisors
Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Trust Company of the South
Trust Company of the South Greensboro, North Carolina $714M AUM 17.67% 1-Year Est. Return

Forteris Wealth Management's DFUV Position: Q3 2026 in Review

Forteris Wealth Management reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 2% in Q3 2026, selling an estimated $130K and leaving 114,954 shares worth $6.32M. The position accounts for 5.23% of the portfolio, ranked #4.

Forteris Wealth Management first reported a position in DFUV in Q4 2025 and has held it in 4 quarters since. The position peaked at $6.45M in Q2 2026. 501 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

  • Forteris Wealth Management held 114,954 shares of Dimensional US Marketwide Value ETF worth $6.32M as of Q3 2026.
  • Forteris Wealth Management sold 2,318 Dimensional US Marketwide Value ETF shares in Q3 2026, an estimated $130K.
  • Dimensional US Marketwide Value ETF made up 5.23% of Forteris Wealth Management's portfolio in Q3 2026, its #4 holding.
  • Forteris Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q4 2025 and has held it in 4 quarters since.
  • Forteris Wealth Management's Dimensional US Marketwide Value ETF position peaked at $6.45M in Q2 2026.
  • 501 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

Based on Forteris Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.