JIC
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Joel Isaacson & Co’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Joel Isaacson & Co’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 		$5.47M Hold
99,486
– – 0.16% 66
2026
Q1 		$4.82M Hold
99,486
– – 0.16% 63
2025
Q4 		$4.64M Buy
99,486
+92,298
+1,284% +$4.19M 0.15% 65
2025
Q3 		$321K Hold
7,188
– – 0.01% 340
2025
Q2 		$304K Hold
7,188
– – 0.01% 331
2025
Q1 		$296K Hold
7,188
– – 0.01% 321
2024
Q4 		$294K Hold
7,188
– – 0.01% 302
2024
Q3 		$300K Hold
7,188
– – 0.01% 288
2024
Q2 		$282K Hold
7,188
– – 0.01% 285
2024
Q1 		$294K Hold
7,188
– – 0.02% 280
2023
Q4 		$268K Hold
7,188
– – 0.02% 266
2023
Q3 		$245K Hold
7,188
– – 0.02% 271
2023
Q2 		$248K Hold
7,188
– – 0.02% 282
2023
Q1 		$241K Buy
7,188
+885
+14% +$30.3K 0.02% 283
2022
Q4 		$211K Buy
+6,303
New +$209K 0.02% 297

Other funds holding DFUV

FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
HighTower Advisors
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
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
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

Joel Isaacson & Co's DFUV Position: Q2 2026 in Review

Joel Isaacson & Co held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 99,486 shares worth $5.47M. The position accounts for 0.16% of the portfolio, ranked #66.

Joel Isaacson & Co first reported a position in DFUV in Q4 2022 and has held it in 15 quarters since. 540 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Joel Isaacson & Co held 99,486 shares of Dimensional US Marketwide Value ETF worth $5.47M as of Q2 2026.
  • Joel Isaacson & Co left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
  • Dimensional US Marketwide Value ETF made up 0.16% of Joel Isaacson & Co's portfolio in Q2 2026, its #66 holding.
  • Joel Isaacson & Co first reported a position in Dimensional US Marketwide Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 540 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.