Howe & Rusling’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Howe & Rusling’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	$207K	Buy	3,754 +77	+2%	+$4.04K	0.01%	310
2026 Q1	$178K	Hold	3,677	–	–	0.01%	303
2025 Q4	$171K	Hold	3,677	–	–	0.01%	305
2025 Q3	$164K	Hold	3,677	–	–	0.01%	298
2025 Q2	$155K	Hold	3,677	–	–	0.01%	292
2025 Q1	$152K	Hold	3,677	–	–	0.01%	277
2024 Q4	$150K	Hold	3,677	–	–	0.01%	265
2024 Q3	$153K	Buy	+3,677	New	+$149K	0.01%	261
2024 Q2	–	Sell	-218	Closed	-$8.92K	–	373
2024 Q1	$8.92K	Buy	+218	New	+$8.33K	﹤0.01%	345

Other funds holding DFUV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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 Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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 Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Howe & Rusling's DFUV Position: Q2 2026 in Review

Howe & Rusling increased its Dimensional US Marketwide Value ETF (DFUV) stake by 2.1% in Q2 2026, buying an estimated $4.04K and bringing the position to 3,754 shares worth $207K. The position accounts for 0.01% of the portfolio, ranked #310.

Howe & Rusling first reported a position in DFUV in Q1 2024 and has held it in 9 quarters since. 802 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Howe & Rusling held 3,754 shares of Dimensional US Marketwide Value ETF worth $207K as of Q2 2026.
Howe & Rusling bought 77 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $4.04K.
Dimensional US Marketwide Value ETF made up 0.01% of Howe & Rusling's portfolio in Q2 2026, its #310 holding.
Howe & Rusling first reported a position in Dimensional US Marketwide Value ETF in Q1 2024 and has held it in 9 quarters since.
802 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Howe & Rusling's 13F filing for Q2 2026, filed 10 Aug 2026.