FFM
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Forum Financial Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Forum Financial 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
Q2 		$63.8M Sell
1,159,212
-14,380
-1% -$755K 0.82% 16
2026
Q1 		$56.9M Sell
1,173,592
-17,349
-1% -$851K 0.8% 16
2025
Q4 		$55.5M Sell
1,190,941
-9,897
-0.8% -$449K 0.72% 16
2025
Q3 		$53.7M Sell
1,200,838
-5,544
-0.5% -$241K 0.73% 16
2025
Q2 		$51M Sell
1,206,382
-8,412
-0.7% -$338K 0.78% 15
2025
Q1 		$50.1M Sell
1,214,794
-112,675
-8% -$4.73M 0.83% 14
2024
Q4 		$54.3M Buy
1,327,469
+105,266
+9% +$4.47M 0.9% 14
2024
Q3 		$51M Sell
1,222,203
-38,664
-3% -$1.56M 0.85% 14
2024
Q2 		$49.5M Sell
1,260,867
-140,669
-10% -$5.57M 0.9% 14
2024
Q1 		$57.3M Sell
1,401,536
-40,531
-3% -$1.55M 0.98% 13
2023
Q4 		$53.7M Sell
1,442,067
-27,834
-2% -$958K 1.01% 13
2023
Q3 		$50M Sell
1,469,901
-18,230
-1% -$639K 1.11% 13
2023
Q2 		$51.3M Sell
1,488,131
-33,237
-2% -$1.11M 1.15% 13
2023
Q1 		$50.9M Sell
1,521,368
-8,903
-0.6% -$305K 1.47% 13
2022
Q4 		$51.2M Buy
1,530,271
+157,355
+11% +$5.23M 1.69% 10
2022
Q3 		$40.7M Buy
1,372,916
+18,465
+1% +$600K 1.96% 9
2022
Q2 		$42.8M Buy
+1,354,451
New +$45.1M 2.16% 7

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return

Forum Financial Management's DFUV Position: Q2 2026 in Review

Forum Financial Management reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 1.2% in Q2 2026, selling an estimated $755K and leaving 1,159,212 shares worth $63.8M. The position accounts for 0.82% of the portfolio, ranked #16.

Forum Financial Management first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Forum Financial Management held 1,159,212 shares of Dimensional US Marketwide Value ETF worth $63.8M as of Q2 2026.
  • Forum Financial Management sold 14,380 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $755K.
  • Dimensional US Marketwide Value ETF made up 0.82% of Forum Financial Management's portfolio in Q2 2026, its #16 holding.
  • Forum Financial Management first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
  • 797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.