Helen Stephens Group’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Helen Stephens Group’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	$1.8M	Hold	32,755	–	–	0.29%	39
2026 Q2	$1.8M	Hold	32,755	–	–	0.31%	36
2026 Q1	$1.59M	Hold	32,755	–	–	0.32%	35
2025 Q4	$1.53M	Sell	32,755 -37	-0.1%	-$1.68K	0.32%	36
2025 Q3	$1.47M	Buy	+32,792	New	+$1.43M	0.33%	37
2023 Q2	–	Sell	-51,766	Closed	-$1.73M	–	69
2023 Q1	$1.73M	Hold	51,766	–	–	0.9%	26
2022 Q4	$1.73M	Hold	51,766	–	–	1.03%	23
2022 Q3	$1.53M	Hold	51,766	–	–	1.07%	21
2022 Q2	$1.64M	Buy	+51,766	New	+$1.72M	1.16%	18

Other funds holding DFUV

Creative Planning Overland Park, Kansas $179B AUM 16.96% 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

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Trust Company of the South Greensboro, North Carolina $714M AUM 17.67% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.03B AUM

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Helen Stephens Group's DFUV Position: Q3 2026 in Review

Helen Stephens Group held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q3 2026 at 32,755 shares worth $1.8M. The position accounts for 0.29% of the portfolio, ranked #39.

Helen Stephens Group first reported a position in DFUV in Q2 2022 and has held it in 9 quarters since. The position peaked at $1.8M in Q2 2026. 446 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

Helen Stephens Group held 32,755 shares of Dimensional US Marketwide Value ETF worth $1.8M as of Q3 2026.
Helen Stephens Group left its Dimensional US Marketwide Value ETF share count unchanged in Q3 2026.
Dimensional US Marketwide Value ETF made up 0.29% of Helen Stephens Group's portfolio in Q3 2026, its #39 holding.
Helen Stephens Group first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 9 quarters since.
Helen Stephens Group's Dimensional US Marketwide Value ETF position peaked at $1.8M in Q2 2026.
446 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

Based on Helen Stephens Group's 13F filing for Q3 2026, filed 14 Oct 2026.