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 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

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 $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 Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return

HWG Holdings's DFUV Position: Q2 2026 in Review

HWG Holdings held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 4,323 shares worth $238K. The position accounts for 0.05% of the portfolio, ranked #43.

HWG Holdings first reported a position in DFUV in Q2 2023 and has held it in 12 quarters since. The position peaked at $270K in Q2 2024. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

HWG Holdings held 4,323 shares of Dimensional US Marketwide Value ETF worth $238K as of Q2 2026.
HWG Holdings left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
Dimensional US Marketwide Value ETF made up 0.05% of HWG Holdings's portfolio in Q2 2026, its #43 holding.
HWG Holdings first reported a position in Dimensional US Marketwide Value ETF in Q2 2023 and has held it in 12 quarters since.
HWG Holdings's Dimensional US Marketwide Value ETF position peaked at $270K in Q2 2024.
797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on HWG Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.