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

Johnson 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	$718K	Sell	13,047 -120	-0.9%	-$6.3K	0.3%	27
2026 Q1	$638K	Sell	13,167 -70	-0.5%	-$3.43K	0.31%	28
2025 Q4	$617K	Buy	13,237 +265	+2%	+$12K	0.31%	29
2025 Q3	$580K	Buy	+12,972	New	+$565K	0.32%	30

Other funds holding DFUV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

TWA

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

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

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

Johnson Wealth Management reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 0.91% in Q2 2026, selling an estimated $6.3K and leaving 13,047 shares worth $718K. The position accounts for 0.3% of the portfolio, ranked #27.

Johnson Wealth Management first reported a position in DFUV in Q3 2025 and has held it in 4 quarters since. 798 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Johnson Wealth Management held 13,047 shares of Dimensional US Marketwide Value ETF worth $718K as of Q2 2026.
Johnson Wealth Management sold 120 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $6.3K.
Dimensional US Marketwide Value ETF made up 0.3% of Johnson Wealth Management's portfolio in Q2 2026, its #27 holding.
Johnson Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q3 2025 and has held it in 4 quarters since.
798 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Johnson Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.