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 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%	-$99.6K	7.15%	4
2025 Q2	$9.63M	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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TCOTS

Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

JDH Wealth Management's DFUV Position: Q2 2026 in Review

JDH Wealth Management reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 2.5% in Q2 2026, selling an estimated $285K and leaving 213,484 shares worth $11.7M. The position accounts for 7.15% of the portfolio, ranked #4.

JDH Wealth Management first reported a position in DFUV in Q4 2024 and has held it in 7 quarters since. 277 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

JDH Wealth Management held 213,484 shares of Dimensional US Marketwide Value ETF worth $11.7M as of Q2 2026.
JDH Wealth Management sold 5,436 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $285K.
Dimensional US Marketwide Value ETF made up 7.15% of JDH Wealth Management's portfolio in Q2 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 7 quarters since.
277 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on JDH Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.