FWA
DFUV icon

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

FSM 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
Q2 		$711K Buy
12,922
+6
+0% +$315 0.08% 146
2026
Q1 		$626K Sell
12,916
-691
-5% -$33.9K 0.08% 138
2025
Q4 		$634K Buy
13,607
+6
+0% +$272 0.09% 134
2025
Q3 		$608K Buy
13,601
+8
+0.1% +$348 0.09% 144
2025
Q2 		$580K Buy
13,593
+8
+0.1% +$321 0.09% 135
2025
Q1 		$560K Buy
13,585
+7
+0.1% +$294 0.13% 99
2024
Q4 		$574K Buy
13,578
+7
+0.1% +$297 0.14% 90
2024
Q3 		$566K Buy
13,571
+8
+0.1% +$323 0.15% 86
2024
Q2 		$533K Buy
13,563
+7
+0.1% +$277 0.18% 82
2024
Q1 		$554K Sell
13,556
-330
-2% -$12.6K 0.2% 80
2023
Q4 		$517K Buy
13,886
+6
+0% +$207 0.22% 81
2023
Q3 		$472K Sell
13,880
-401
-3% -$14K 0.24% 80
2023
Q2 		$498K Hold
14,281
– – 0.25% 82
2023
Q1 		$478K Hold
14,281
– – 0.28% 79
2022
Q4 		$478K Buy
14,281
+1,775
+14% +$59K 0.34% 75
2022
Q3 		$370K Buy
+12,506
New +$407K 0.31% 85

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

FSM Wealth Advisors's DFUV Position: Q2 2026 in Review

FSM Wealth Advisors increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.05% in Q2 2026, buying an estimated $315 and bringing the position to 12,922 shares worth $711K. The position accounts for 0.08% of the portfolio, ranked #146.

FSM Wealth Advisors first reported a position in DFUV in Q3 2022 and has held it in 16 quarters since. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • FSM Wealth Advisors held 12,922 shares of Dimensional US Marketwide Value ETF worth $711K as of Q2 2026.
  • FSM Wealth Advisors bought 6 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $315.
  • Dimensional US Marketwide Value ETF made up 0.08% of FSM Wealth Advisors's portfolio in Q2 2026, its #146 holding.
  • FSM Wealth Advisors first reported a position in Dimensional US Marketwide Value ETF in Q3 2022 and has held it in 16 quarters since.
  • 797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.