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

Grand 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	–	Sell	-3,581	Closed	-$174K	–	57
2026 Q1	$174K	Hold	3,581	–	–	0.08%	51
2025 Q4	$167K	Hold	3,581	–	–	0.08%	42
2025 Q3	$160K	Hold	3,581	–	–	0.08%	42
2025 Q2	$151K	Hold	3,581	–	–	0.08%	45
2025 Q1	$148K	Sell	3,581 -69	-2%	-$2.9K	0.08%	39
2024 Q4	$149K	Sell	3,650 -94	-3%	-$3.99K	0.08%	39
2024 Q3	$156K	Hold	3,744	–	–	0.09%	39
2024 Q2	$147K	Sell	3,744 -62,156	-94%	-$2.46M	0.09%	39
2024 Q1	$2.7M	Hold	65,900	–	–	1.29%	17
2023 Q4	$2.45M	Hold	65,900	–	–	1.33%	16
2023 Q3	$2.24M	Sell	65,900 -1,848	-3%	-$64.7K	1.37%	17
2023 Q2	$2.34M	Sell	67,748 -390	-0.6%	-$13K	1.39%	17
2023 Q1	$2.28M	Sell	68,138 -485	-0.7%	-$16.6K	1.37%	18
2022 Q4	$2.3M	Sell	68,623 -1,442	-2%	-$47.9K	1.43%	14
2022 Q3	$2.08M	Hold	70,065	–	–	1.09%	17
2022 Q2	$2.21M	Buy	+70,065	New	+$2.33M	1.13%	14

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 $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 Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

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

Grand Wealth Management sold out of Dimensional US Marketwide Value ETF (DFUV) in Q2 2026, closing a stake of 3,581 shares — an estimated $174K sold.

Grand Wealth Management first reported a position in DFUV in Q2 2022 and held it in 16 quarters. The position peaked at $2.7M in Q1 2024. 800 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Grand Wealth Management reported no remaining Dimensional US Marketwide Value ETF position as of Q2 2026 after selling out during the quarter.
Grand Wealth Management sold 3,581 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $174K.
Grand Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and held it in 16 quarters.
Grand Wealth Management's Dimensional US Marketwide Value ETF position peaked at $2.7M in Q1 2024.
800 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

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