GWL
DFUV icon

Generations Wealth LLC’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Generations Wealth LLC’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 		$2.87M Sell
52,245
-16,628
-24% -$873K 2.73% 8
2026
Q1 		$3.34M Buy
68,873
+2,606
+4% +$128K 3.24% 8
2025
Q4 		$3.09M Buy
+66,267
New +$3.01M 3.16% 6

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 $104B AUM 28.3% 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

Generations Wealth LLC's DFUV Position: Q2 2026 in Review

Generations Wealth LLC reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 24% in Q2 2026, selling an estimated $873K and leaving 52,245 shares worth $2.87M. The position accounts for 2.73% of the portfolio, ranked #8.

Generations Wealth LLC first reported a position in DFUV in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.34M in Q1 2026. 798 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Generations Wealth LLC held 52,245 shares of Dimensional US Marketwide Value ETF worth $2.87M as of Q2 2026.
  • Generations Wealth LLC sold 16,628 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $873K.
  • Dimensional US Marketwide Value ETF made up 2.73% of Generations Wealth LLC's portfolio in Q2 2026, its #8 holding.
  • Generations Wealth LLC first reported a position in Dimensional US Marketwide Value ETF in Q4 2025 and has held it in 3 quarters since.
  • Generations Wealth LLC's Dimensional US Marketwide Value ETF position peaked at $3.34M in Q1 2026.
  • 798 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Generations Wealth LLC's 13F filing for Q2 2026, filed 11 Aug 2026.