Foster Group’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Foster Group’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	$68.9M	Sell	1,252,955 -10,308	-0.8%	-$579K	1.87%	16
2026 Q2	$69.5M	Sell	1,263,263 -10,739	-0.8%	-$564K	1.85%	18
2026 Q1	$61.7M	Sell	1,274,002 -7,491	-0.6%	-$367K	1.84%	18
2025 Q4	$59.7M	Sell	1,281,493 -19,780	-2%	-$897K	1.81%	18
2025 Q3	$58.2M	Sell	1,301,273 -31,686	-2%	-$1.38M	1.83%	17
2025 Q2	$56.4M	Sell	1,332,959 -4,804	-0.4%	-$193K	1.93%	16
2025 Q1	$55.1M	Sell	1,337,763 -9,707	-0.7%	-$407K	2.06%	15
2024 Q4	$55.1M	Sell	1,347,470 -82,546	-6%	-$3.5M	2.1%	15
2024 Q3	$59.6M	Sell	1,430,016 -35,464	-2%	-$1.43M	2.22%	13
2024 Q2	$57.5M	Sell	1,465,480 -18,351	-1%	-$726K	2.26%	13
2024 Q1	$60.7M	Sell	1,483,831 -21,945	-1%	-$838K	3.01%	9
2023 Q4	$51.2M	Hold	1,505,776	–	–	3.13%	10
2023 Q3	$51.2M	Sell	1,505,776 -15,429	-1%	-$541K	3.13%	10
2023 Q2	$52.5M	Sell	1,521,205 -31,302	-2%	-$1.05M	3.15%	10
2023 Q1	$52M	Sell	1,552,507 -8,052	-0.5%	-$276K	3.29%	10
2022 Q4	$52.2M	Sell	1,560,559 -25,686	-2%	-$854K	3.9%	8
2022 Q3	$47M	Sell	1,586,245 -14,261	-0.9%	-$464K	3.85%	10
2022 Q2	$50.6M	Buy	+1,600,506	New	+$53.3M	3.6%	10

Other funds holding DFUV

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return

PWIA

Porter White Investment Advisors Birmingham, Alabama $161M AUM 13.97% 1-Year Est. Return

DEM

Disciplined Equity Management Neptune Beach, Florida $227M AUM 20.15% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

GWMT

Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $353M AUM 11.9% 1-Year Est. Return

Foster Group's DFUV Position: Q3 2026 in Review

Foster Group reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 0.82% in Q3 2026, selling an estimated $579K and leaving 1,252,955 shares worth $68.9M. The position accounts for 1.87% of the portfolio, ranked #16.

Foster Group first reported a position in DFUV in Q2 2022 and has held it in 18 quarters since. The position peaked at $69.5M in Q2 2026. 150 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

Foster Group held 1,252,955 shares of Dimensional US Marketwide Value ETF worth $68.9M as of Q3 2026.
Foster Group sold 10,308 Dimensional US Marketwide Value ETF shares in Q3 2026, an estimated $579K.
Dimensional US Marketwide Value ETF made up 1.87% of Foster Group's portfolio in Q3 2026, its #16 holding.
Foster Group first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 18 quarters since.
Foster Group's Dimensional US Marketwide Value ETF position peaked at $69.5M in Q2 2026.
150 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

Based on Foster Group's 13F filing for Q3 2026, filed 13 Oct 2026.