JFS Wealth Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

JFS Wealth Advisors’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	$7.25M	Sell	131,869 -20,134	-13%	-$1.06M	0.36%	52
2026 Q1	$7.37M	Sell	152,003 -1,634	-1%	-$80.2K	0.41%	47
2025 Q4	$7.16M	Buy	153,637 +2,707	+2%	+$123K	0.4%	47
2025 Q3	$6.75M	Sell	150,930 -408	-0.3%	-$17.8K	0.39%	47
2025 Q2	$6.4M	Sell	151,338 -7,847	-5%	-$315K	0.41%	45
2025 Q1	$6.56M	Sell	159,185 -19,889	-11%	-$835K	0.44%	40
2024 Q4	$7.33M	Sell	179,074 -581	-0.3%	-$24.7K	0.5%	37
2024 Q3	$7.49M	Sell	179,655 -1,077	-0.6%	-$43.5K	0.5%	38
2024 Q2	$7.1M	Sell	180,732 -6,145	-3%	-$243K	0.56%	36
2024 Q1	$7.64M	Buy	186,877 +99	+0.1%	+$3.78K	0.61%	35
2023 Q4	$6.95M	Buy	186,778 +397	+0.2%	+$13.7K	0.59%	35
2023 Q3	$6.34M	Sell	186,381 -614	-0.3%	-$21.5K	0.6%	36
2023 Q2	$6.45M	Sell	186,995 -634	-0.3%	-$21.2K	0.58%	36
2023 Q1	$6.28M	Sell	187,629 -2,795	-1%	-$95.7K	0.59%	37
2022 Q4	$6.38M	Buy	190,424 +16,988	+10%	+$565K	0.62%	35
2022 Q3	$5.13M	Sell	173,436 -427	-0.2%	-$13.9K	0.56%	34
2022 Q2	$5.49M	Buy	+173,863	New	+$5.79M	0.58%	35

Other funds holding DFUV

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

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

JFS Wealth Advisors's DFUV Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 13% in Q2 2026, selling an estimated $1.06M and leaving 131,869 shares worth $7.25M. The position accounts for 0.36% of the portfolio, ranked #52.

JFS Wealth Advisors first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. The position peaked at $7.64M in Q1 2024. 364 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

JFS Wealth Advisors held 131,869 shares of Dimensional US Marketwide Value ETF worth $7.25M as of Q2 2026.
JFS Wealth Advisors sold 20,134 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $1.06M.
Dimensional US Marketwide Value ETF made up 0.36% of JFS Wealth Advisors's portfolio in Q2 2026, its #52 holding.
JFS Wealth Advisors first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
JFS Wealth Advisors's Dimensional US Marketwide Value ETF position peaked at $7.64M in Q1 2024.
364 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.