Forvis Mazars Wealth Advisors
DFUV icon

Forvis Mazars Wealth Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Forvis Mazars 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
Q3 		$385K Sell
6,999
-1,341
-16% -$75.4K 0.01% 336
2026
Q2 		$459K Hold
8,340
– – 0.01% 320
2026
Q1 		$404K Buy
8,340
+2,913
+54% +$143K 0.01% 313
2025
Q4 		$253K Hold
5,427
– – ﹤0.01% 376
2025
Q3 		$243K Buy
+5,427
New +$236K ﹤0.01% 377
2025
Q1 		– Sell
-6,649
Closed -$272K – 397
2024
Q4 		$272K Buy
6,649
+1
+0% +$42 0.01% 380
2024
Q3 		$277K Buy
6,648
+1
+0% +$40 0.01% 393
2024
Q2 		$261K Sell
6,647
-55
-0.8% -$2.18K 0.01% 365
2024
Q1 		$274K Sell
6,702
-99
-1% -$3.78K 0.01% 358
2023
Q4 		$253K Sell
6,801
-530
-7% -$18.2K 0.01% 352
2023
Q3 		$249K Sell
7,331
-417
-5% -$14.6K 0.01% 350
2023
Q2 		$267K Hold
7,748
– – 0.01% 369
2023
Q1 		$259K Sell
7,748
-360
-4% -$12.3K 0.01% 359
2022
Q4 		$271K Sell
8,108
-999
-11% -$33.2K 0.01% 342
2022
Q3 		$269K Buy
+9,107
New +$296K 0.01% 334

Other funds holding DFUV

Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Index Fund Advisors
Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 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

Forvis Mazars Wealth Advisors's DFUV Position: Q3 2026 in Review

Forvis Mazars Wealth Advisors reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 16% in Q3 2026, selling an estimated $75.4K and leaving 6,999 shares worth $385K. The position accounts for 0.01% of the portfolio, ranked #336.

Forvis Mazars Wealth Advisors first reported a position in DFUV in Q3 2022 and has held it in 15 quarters since. The position peaked at $459K in Q2 2026. 636 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

  • Forvis Mazars Wealth Advisors held 6,999 shares of Dimensional US Marketwide Value ETF worth $385K as of Q3 2026.
  • Forvis Mazars Wealth Advisors sold 1,341 Dimensional US Marketwide Value ETF shares in Q3 2026, an estimated $75.4K.
  • Dimensional US Marketwide Value ETF made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q3 2026, its #336 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Dimensional US Marketwide Value ETF in Q3 2022 and has held it in 15 quarters since.
  • Forvis Mazars Wealth Advisors's Dimensional US Marketwide Value ETF position peaked at $459K in Q2 2026.
  • 636 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.