Kaufman Rossin Wealth’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Kaufman Rossin Wealth’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	$827K	Buy	15,075 +99	+0.7%	+$5.2K	0.39%	28
2026 Q1	$726K	Sell	14,976 -10,974	-42%	-$538K	0.42%	30
2025 Q4	$1.21M	Buy	25,950 +246	+1%	+$11.2K	0.63%	21
2025 Q3	$1.15M	Sell	25,704 -2,645	-9%	-$115K	0.63%	23
2025 Q2	$1.2M	Sell	28,349 -1,363	-5%	-$54.7K	0.76%	20
2025 Q1	$1.22M	Buy	29,712 +150	+0.5%	+$6.3K	0.88%	17
2024 Q4	$1.21M	Buy	+29,562	New	+$1.25M	1.24%	14

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

Kaufman Rossin Wealth's DFUV Position: Q2 2026 in Review

Kaufman Rossin Wealth increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.66% in Q2 2026, buying an estimated $5.2K and bringing the position to 15,075 shares worth $827K. The position accounts for 0.39% of the portfolio, ranked #28.

Kaufman Rossin Wealth first reported a position in DFUV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.22M in Q1 2025. 277 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Kaufman Rossin Wealth held 15,075 shares of Dimensional US Marketwide Value ETF worth $827K as of Q2 2026.
Kaufman Rossin Wealth bought 99 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $5.2K.
Dimensional US Marketwide Value ETF made up 0.39% of Kaufman Rossin Wealth's portfolio in Q2 2026, its #28 holding.
Kaufman Rossin Wealth first reported a position in Dimensional US Marketwide Value ETF in Q4 2024 and has held it in 7 quarters since.
Kaufman Rossin Wealth's Dimensional US Marketwide Value ETF position peaked at $1.22M in Q1 2025.
277 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Kaufman Rossin Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.