JDH Wealth Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

JDH Wealth Management’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	$11.1M	Sell	202,392 -11,092	-5%	-$623K	6.73%	4
2026 Q2	$11.7M	Sell	213,484 -5,436	-2%	-$285K	7.15%	4
2026 Q1	$10.6M	Sell	218,920 -5,196	-2%	-$255K	7.15%	4
2025 Q4	$10.4M	Sell	224,116 -1,367	-0.6%	-$62K	7.16%	4
2025 Q3	$10.1M	Sell	225,483 -2,287	-1%	-$100K	7.15%	4
2025 Q2	$9.6M	Buy	227,770 +12,756	+6%	+$512K	7.37%	4
2025 Q1	$8.86M	Buy	215,014 +3,749	+2%	+$157K	7.6%	4
2024 Q4	$8.64M	Buy	+211,265	New	+$8.97M	7.58%	4

Other funds holding DFUV

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

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

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

JDH Wealth Management's DFUV Position: Q3 2026 in Review

JDH Wealth Management reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 5.2% in Q3 2026, selling an estimated $623K and leaving 202,392 shares worth $11.1M. The position accounts for 6.73% of the portfolio, ranked #4.

JDH Wealth Management first reported a position in DFUV in Q4 2024 and has held it in 8 quarters since. The position peaked at $11.7M in Q2 2026. 359 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

JDH Wealth Management held 202,392 shares of Dimensional US Marketwide Value ETF worth $11.1M as of Q3 2026.
JDH Wealth Management sold 11,092 Dimensional US Marketwide Value ETF shares in Q3 2026, an estimated $623K.
Dimensional US Marketwide Value ETF made up 6.73% of JDH Wealth Management's portfolio in Q3 2026, its #4 holding.
JDH Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q4 2024 and has held it in 8 quarters since.
JDH Wealth Management's Dimensional US Marketwide Value ETF position peaked at $11.7M in Q2 2026.
359 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

Based on JDH Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.