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

Goldstein 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	$485K	Hold	8,819	–	–	0.04%	133
2026 Q1	$427K	Hold	8,819	–	–	0.05%	115
2025 Q4	$411K	Hold	8,819	–	–	0.05%	111
2025 Q3	$394K	Hold	8,819	–	–	0.05%	114
2025 Q2	$373K	Hold	8,819	–	–	0.05%	111
2025 Q1	$363K	Hold	8,819	–	–	0.05%	118
2024 Q4	$361K	Hold	8,819	–	–	0.05%	113
2024 Q3	$368K	Hold	8,819	–	–	0.06%	108
2024 Q2	$346K	Hold	8,819	–	–	0.06%	102
2024 Q1	$361K	Hold	8,819	–	–	0.06%	99
2023 Q4	$328K	Hold	8,819	–	–	0.06%	134
2023 Q3	$300K	Hold	8,819	–	–	0.06%	104
2023 Q2	$304K	Hold	8,819	–	–	0.06%	102
2023 Q1	$295K	Hold	8,819	–	–	0.06%	104
2022 Q4	$295K	Buy	+8,819	New	+$293K	0.07%	102

Other funds holding DFUV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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 Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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 Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return

Goldstein Advisors's DFUV Position: Q2 2026 in Review

Goldstein Advisors held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 8,819 shares worth $485K. The position accounts for 0.04% of the portfolio, ranked #133.

Goldstein Advisors 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.

Goldstein Advisors held 8,819 shares of Dimensional US Marketwide Value ETF worth $485K as of Q2 2026.
Goldstein Advisors left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
Dimensional US Marketwide Value ETF made up 0.04% of Goldstein Advisors's portfolio in Q2 2026, its #133 holding.
Goldstein Advisors 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 Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.