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

HBE 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 		$702K Buy
12,760
+1
+0% +$53 0.5% 29
2026
Q1 		$618K Sell
12,759
-205
-2% -$10.1K 0.54% 27
2025
Q4 		$604K Buy
+12,964
New +$588K 0.57% 26

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Focus Partners Wealth
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
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HighTower Advisors
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
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return

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

HBE Wealth Management increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.01% in Q2 2026, buying an estimated $53 and bringing the position to 12,760 shares worth $702K. The position accounts for 0.5% of the portfolio, ranked #29.

HBE Wealth Management first reported a position in DFUV in Q4 2025 and has held it in 3 quarters since. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • HBE Wealth Management held 12,760 shares of Dimensional US Marketwide Value ETF worth $702K as of Q2 2026.
  • HBE Wealth Management bought 1 Dimensional US Marketwide Value ETF share in Q2 2026, an estimated $53.
  • Dimensional US Marketwide Value ETF made up 0.5% of HBE Wealth Management's portfolio in Q2 2026, its #29 holding.
  • HBE Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on HBE Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.