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

Greenspring 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 Q3	$9.9M	Sell	179,624 -2,218	-1%	-$125K	0.44%	26
2026 Q2	$10M	Sell	181,842 -18,069	-9%	-$949K	0.55%	20
2026 Q1	$9.7M	Sell	199,911 -3,890	-2%	-$191K	0.59%	20
2025 Q4	$9.5M	Buy	203,801 +172,290	+547%	+$7.81M	0.58%	23
2025 Q3	$1.41M	Buy	+31,511	New	+$1.37M	0.25%	34
2025 Q1	$1.3M	Hold	31,511	–	–	0.31%	28
2024 Q4	$1.29M	Hold	31,511	–	–	0.28%	28
2024 Q3	$1.31M	Hold	31,511	–	–	0.29%	26
2024 Q2	$1.24M	Hold	31,511	–	–	0.3%	23
2024 Q1	$1.29M	Hold	31,511	–	–	0.32%	23
2023 Q4	$1.17M	Hold	31,511	–	–	0.32%	25
2023 Q3	$1.07M	Hold	31,511	–	–	0.34%	24
2023 Q2	$1.09M	Sell	31,511 -48,246	-60%	-$1.61M	0.33%	23
2023 Q1	$2.67M	Buy	79,757 +46,087	+137%	+$1.58M	0.58%	21
2022 Q4	$1.13M	Hold	33,670	–	–	0.3%	41
2022 Q3	$997K	Hold	33,670	–	–	0.31%	39
2022 Q2	$1.06M	Buy	+33,670	New	+$1.12M	0.31%	35

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

Greenspring Advisors's DFUV Position: Q3 2026 in Review

Greenspring Advisors reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 1.2% in Q3 2026, selling an estimated $125K and leaving 179,624 shares worth $9.9M. The position accounts for 0.44% of the portfolio, ranked #26.

Greenspring Advisors first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. The position peaked at $10M in Q2 2026. 578 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

Greenspring Advisors held 179,624 shares of Dimensional US Marketwide Value ETF worth $9.9M as of Q3 2026.
Greenspring Advisors sold 2,218 Dimensional US Marketwide Value ETF shares in Q3 2026, an estimated $125K.
Dimensional US Marketwide Value ETF made up 0.44% of Greenspring Advisors's portfolio in Q3 2026, its #26 holding.
Greenspring Advisors first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
Greenspring Advisors's Dimensional US Marketwide Value ETF position peaked at $10M in Q2 2026.
578 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

Based on Greenspring Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.