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

Geneos 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 Q3	$67.7K	Hold	1,231	–	–	﹤0.01%	1538
2026 Q2	$67.7K	Hold	1,231	–	–	﹤0.01%	1356
2026 Q1	$59.7K	Hold	1,231	–	–	﹤0.01%	1352
2025 Q4	$57.4K	Hold	1,231	–	–	﹤0.01%	1344
2025 Q3	$55K	Hold	1,231	–	–	﹤0.01%	1350
2025 Q2	$52K	Sell	1,231 -8,754	-88%	-$352K	﹤0.01%	1550
2025 Q1	$411K	Hold	9,985	–	–	0.01%	684
2024 Q4	$409K	Buy	+9,985	New	+$424K	0.01%	634

Other funds holding DFUV

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Geneos Wealth Management's DFUV Position: Q3 2026 in Review

Geneos Wealth Management held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q3 2026 at 1,231 shares worth $67.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1538.

Geneos Wealth Management first reported a position in DFUV in Q4 2024 and has held it in 8 quarters since. The position peaked at $411K in Q1 2025. 578 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

Geneos Wealth Management held 1,231 shares of Dimensional US Marketwide Value ETF worth $67.7K as of Q3 2026.
Geneos Wealth Management left its Dimensional US Marketwide Value ETF share count unchanged in Q3 2026.
Dimensional US Marketwide Value ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #1538 holding.
Geneos Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q4 2024 and has held it in 8 quarters since.
Geneos Wealth Management's Dimensional US Marketwide Value ETF position peaked at $411K in Q1 2025.
578 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.