Graves Light Lenhart Wealth’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Graves Light Lenhart Wealth’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	$22.2M	Buy	402,895 +49,084	+14%	+$2.58M	2.07%	16
2026 Q1	$17.1M	Buy	353,811 +28,909	+9%	+$1.42M	1.78%	18
2025 Q4	$15.1M	Buy	324,902 +30,687	+10%	+$1.39M	1.61%	19
2025 Q3	$13.1M	Buy	294,215 +21,979	+8%	+$957K	1.46%	19
2025 Q2	$11.5M	Buy	272,236 +15,919	+6%	+$639K	1.37%	20
2025 Q1	$10.6M	Buy	256,317 +14,110	+6%	+$592K	1.3%	21
2024 Q4	$9.91M	Buy	242,207 +3,278	+1%	+$139K	1.23%	22
2024 Q3	$9.96M	Buy	238,929 +26,964	+13%	+$1.09M	1.23%	20
2024 Q2	$8.29M	Buy	211,965 +13,963	+7%	+$552K	0.95%	27
2024 Q1	$8.1M	Buy	198,002 +12,598	+7%	+$481K	0.94%	25
2023 Q4	$6.9M	Buy	185,404 +11,664	+7%	+$401K	0.86%	30
2023 Q3	$5.8M	Buy	173,740 +13,713	+9%	+$480K	0.79%	33
2023 Q2	$5.52M	Buy	160,027 +62,130	+63%	+$2.08M	0.75%	34
2023 Q1	$3.28M	Buy	+97,897	New	+$3.35M	0.51%	46

Other funds holding DFUV

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TCOTS

Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

KAM

KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return

Graves Light Lenhart Wealth's DFUV Position: Q2 2026 in Review

Graves Light Lenhart Wealth increased its Dimensional US Marketwide Value ETF (DFUV) stake by 14% in Q2 2026, buying an estimated $2.58M and bringing the position to 402,895 shares worth $22.2M. The position accounts for 2.07% of the portfolio, ranked #16.

Graves Light Lenhart Wealth first reported a position in DFUV in Q1 2023 and has held it in 14 quarters since. 147 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Graves Light Lenhart Wealth held 402,895 shares of Dimensional US Marketwide Value ETF worth $22.2M as of Q2 2026.
Graves Light Lenhart Wealth bought 49,084 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $2.58M.
Dimensional US Marketwide Value ETF made up 2.07% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #16 holding.
Graves Light Lenhart Wealth first reported a position in Dimensional US Marketwide Value ETF in Q1 2023 and has held it in 14 quarters since.
147 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.