JFS Wealth Advisors
DFUV icon

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
Q3 		$7.06M Sell
128,368
-3,501
-3% -$197K 0.36% 54
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 		$5.14M 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

Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Index Fund Advisors
Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Trust Company of the South
Trust Company of the South Greensboro, North Carolina $714M AUM 17.67% 1-Year Est. Return

JFS Wealth Advisors's DFUV Position: Q3 2026 in Review

JFS Wealth Advisors reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 2.7% in Q3 2026, selling an estimated $197K and leaving 128,368 shares worth $7.06M. The position accounts for 0.36% of the portfolio, ranked #54.

JFS Wealth Advisors first reported a position in DFUV in Q2 2022 and has held it in 18 quarters since. The position peaked at $7.64M in Q1 2024. 547 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

  • JFS Wealth Advisors held 128,368 shares of Dimensional US Marketwide Value ETF worth $7.06M as of Q3 2026.
  • JFS Wealth Advisors sold 3,501 Dimensional US Marketwide Value ETF shares in Q3 2026, an estimated $197K.
  • Dimensional US Marketwide Value ETF made up 0.36% of JFS Wealth Advisors's portfolio in Q3 2026, its #54 holding.
  • JFS Wealth Advisors first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 18 quarters since.
  • JFS Wealth Advisors's Dimensional US Marketwide Value ETF position peaked at $7.64M in Q1 2024.
  • 547 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.