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Heritage Wealth Management (Texas)’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Heritage Wealth Management (Texas)’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 		$36.7M Sell
667,599
-20,347
-3% -$1.07M 14.14% 2
2026
Q1 		$33.3M Buy
687,946
+12,201
+2% +$599K 14.25% 2
2025
Q4 		$31.5M Sell
675,745
-3,121
-0.5% -$142K 13.66% 2
2025
Q3 		$30.3M Buy
678,866
+5,505
+0.8% +$240K 13.38% 2
2025
Q2 		$28.5M Sell
673,361
-54,784
-8% -$2.2M 14.15% 2
2025
Q1 		$30M Buy
728,145
+12,652
+2% +$531K 17.38% 2
2024
Q4 		$29.3M Buy
715,493
+56,189
+9% +$2.38M 17.23% 2
2024
Q3 		$27.5M Buy
659,304
+18,574
+3% +$751K 15.93% 2
2024
Q2 		$25.2M Buy
640,730
+46,339
+8% +$1.83M 15.68% 2
2024
Q1 		$24.3M Buy
594,391
+19,002
+3% +$726K 15.79% 2
2023
Q4 		$21.4M Buy
575,389
+26,438
+5% +$910K 15.09% 2
2023
Q3 		$18.7M Buy
548,951
+5,945
+1% +$208K 16.95% 2
2023
Q2 		$18.7M Buy
543,006
+29,541
+6% +$987K 16.59% 2
2023
Q1 		$17.2M Buy
513,465
+47,358
+10% +$1.62M 16.55% 2
2022
Q4 		$15.6M Buy
+466,107
New +$15.5M 15.83% 2

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 $104B AUM 28.3% 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 $72.2B AUM 27.85% 1-Year Est. Return

Heritage Wealth Management (Texas)'s DFUV Position: Q2 2026 in Review

Heritage Wealth Management (Texas) reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 3% in Q2 2026, selling an estimated $1.07M and leaving 667,599 shares worth $36.7M. The position accounts for 14.14% of the portfolio, ranked #2.

Heritage Wealth Management (Texas) first reported a position in DFUV in Q4 2022 and has held it in 15 quarters since. 803 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Heritage Wealth Management (Texas) held 667,599 shares of Dimensional US Marketwide Value ETF worth $36.7M as of Q2 2026.
  • Heritage Wealth Management (Texas) sold 20,347 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $1.07M.
  • Dimensional US Marketwide Value ETF made up 14.14% of Heritage Wealth Management (Texas)'s portfolio in Q2 2026, its #2 holding.
  • Heritage Wealth Management (Texas) first reported a position in Dimensional US Marketwide Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 803 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Heritage Wealth Management (Texas)'s 13F filing for Q2 2026, filed 10 Aug 2026.