GFWA
DFUV icon

Grey Fox Wealth Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Grey Fox Wealth 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 		$272K Buy
4,944
+17
+0.3% +$893 0.04% 143
2026
Q1 		$239K Buy
4,927
+18
+0.4% +$883 0.05% 126
2025
Q4 		$229K Sell
4,909
-53
-1% -$2.4K 0.05% 121
2025
Q3 		$222K Buy
4,962
+22
+0.4% +$958 0.05% 132
2025
Q2 		$209K Buy
4,940
+23
+0.5% +$924 0.05% 126
2025
Q1 		$203K Buy
4,917
+20
+0.4% +$840 0.05% 124
2024
Q4 		$200K Sell
4,897
-40
-0.8% -$1.7K 0.06% 123
2024
Q3 		$206K Buy
+4,937
New +$200K 0.06% 120
2024
Q2 		– Sell
-4,894
Closed -$200K – 128
2024
Q1 		$200K Buy
+4,894
New +$187K 0.08% 123
2023
Q2 		– Sell
-4,809
Closed -$161K – 205
2023
Q1 		$161K Buy
4,809
+22
+0.5% +$753 0.1% 111
2022
Q4 		$160K Buy
+4,787
New +$159K 0.11% 109

Other funds holding DFUV

EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
EF
Evanson Financial Mclean, Virginia $2.04B AUM
FG
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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CA
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

Grey Fox Wealth Advisors's DFUV Position: Q2 2026 in Review

Grey Fox Wealth Advisors increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.35% in Q2 2026, buying an estimated $893 and bringing the position to 4,944 shares worth $272K. The position accounts for 0.04% of the portfolio, ranked #143.

Grey Fox Wealth Advisors first reported a position in DFUV in Q4 2022 and has held it in 11 quarters since. 214 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Grey Fox Wealth Advisors held 4,944 shares of Dimensional US Marketwide Value ETF worth $272K as of Q2 2026.
  • Grey Fox Wealth Advisors bought 17 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $893.
  • Dimensional US Marketwide Value ETF made up 0.04% of Grey Fox Wealth Advisors's portfolio in Q2 2026, its #143 holding.
  • Grey Fox Wealth Advisors first reported a position in Dimensional US Marketwide Value ETF in Q4 2022 and has held it in 11 quarters since.
  • 214 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.