HH
DFUV icon

HWG Holdings’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

HWG Holdings’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 		$238K Hold
4,323
– – 0.05% 46
2026
Q2 		$238K Hold
4,323
– – 0.05% 43
2026
Q1 		$209K Sell
4,323
-1,373
-24% -$67.4K 0.05% 53
2025
Q4 		$265K Hold
5,696
– – 0.06% 44
2025
Q3 		$255K Hold
5,696
– – 0.06% 55
2025
Q2 		$241K Hold
5,696
– – 0.07% 53
2025
Q1 		$235K Hold
5,696
– – 0.1% 36
2024
Q4 		$233K Hold
5,696
– – 0.08% 47
2024
Q3 		$237K Sell
5,696
-1,178
-17% -$47.6K 0.08% 49
2024
Q2 		$270K Buy
+6,874
New +$272K 0.1% 34
2023
Q4 		$256K Hold
6,874
– – 0.11% 46
2023
Q3 		$234K Buy
6,874
+35
+0.5% +$1.23K 0.13% 47
2023
Q2 		$236K Buy
+6,839
New +$228K 0.11% 54

Other funds holding DFUV

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
BWMG
Bannerman Wealth Management Group Lewisville, Texas $175M AUM 13.84% 1-Year Est. Return

HWG Holdings's DFUV Position: Q3 2026 in Review

HWG Holdings held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q3 2026 at 4,323 shares worth $238K. The position accounts for 0.05% of the portfolio, ranked #46.

HWG Holdings first reported a position in DFUV in Q2 2023 and has held it in 13 quarters since. The position peaked at $270K in Q2 2024. 33 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

  • HWG Holdings held 4,323 shares of Dimensional US Marketwide Value ETF worth $238K as of Q3 2026.
  • HWG Holdings left its Dimensional US Marketwide Value ETF share count unchanged in Q3 2026.
  • Dimensional US Marketwide Value ETF made up 0.05% of HWG Holdings's portfolio in Q3 2026, its #46 holding.
  • HWG Holdings first reported a position in Dimensional US Marketwide Value ETF in Q2 2023 and has held it in 13 quarters since.
  • HWG Holdings's Dimensional US Marketwide Value ETF position peaked at $270K in Q2 2024.
  • 33 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

Based on HWG Holdings's 13F filing for Q3 2026, filed 8 Oct 2026.