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

GDS 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
Q2 		$586K Hold
10,652
– – 0.03% 132
2026
Q1 		$516K Buy
10,652
+2,171
+26% +$106K 0.03% 119
2025
Q4 		$395K Hold
8,481
– – 0.02% 139
2025
Q3 		$379K Hold
8,481
– – 0.03% 135
2025
Q2 		$359K Sell
8,481
-2,004
-19% -$80.5K 0.03% 133
2025
Q1 		$432K Hold
10,485
– – 0.04% 117
2024
Q4 		$429K Sell
10,485
-1
-0% -$42 0.04% 121
2024
Q3 		$437K Hold
10,486
– – 0.04% 116
2024
Q2 		$412K Hold
10,486
– – 0.05% 93
2024
Q1 		$429K Hold
10,486
– – 0.05% 94
2023
Q4 		$390K Hold
10,486
– – 0.05% 97
2023
Q3 		$357K Hold
10,486
– – 0.06% 90
2023
Q2 		$362K Sell
10,486
-41
-0.4% -$1.37K 0.06% 94
2023
Q1 		$352K Buy
10,527
+2,045
+24% +$70K 0.06% 90
2022
Q4 		$284K Buy
+8,482
New +$282K 0.05% 100

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 28.19% 1-Year Est. Return

GDS Wealth Management's DFUV Position: Q2 2026 in Review

GDS Wealth Management held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 10,652 shares worth $586K. The position accounts for 0.03% of the portfolio, ranked #132.

GDS Wealth Management first reported a position in DFUV in Q4 2022 and has held it in 15 quarters since. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • GDS Wealth Management held 10,652 shares of Dimensional US Marketwide Value ETF worth $586K as of Q2 2026.
  • GDS Wealth Management left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
  • Dimensional US Marketwide Value ETF made up 0.03% of GDS Wealth Management's portfolio in Q2 2026, its #132 holding.
  • GDS Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on GDS Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.