KAM
DFUV icon

KEB Asset Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

KEB Asset 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 		$49.5M Buy
900,330
+51,184
+6% +$2.69M 8.02% 4
2026
Q1 		$41.1M Buy
849,146
+20,861
+3% +$1.02M 7.88% 5
2025
Q4 		$38.6M Buy
828,285
+34,580
+4% +$1.57M 7.82% 4
2025
Q3 		$35.5M Buy
793,705
+4,395
+0.6% +$191K 7.96% 5
2025
Q2 		$33.4M Sell
789,310
-32,205
-4% -$1.29M 8.31% 5
2025
Q1 		$33.9M Buy
821,515
+16,980
+2% +$713K 9.63% 3
2024
Q4 		$32.9M Buy
804,535
+17,271
+2% +$733K 9.48% 4
2024
Q3 		$32.8M Buy
787,264
+16,382
+2% +$662K 9.88% 4
2024
Q2 		$30.3M Buy
770,882
+2,437
+0.3% +$96.4K 10.17% 4
2024
Q1 		$31.4M Sell
768,445
-428
-0.1% -$16.4K 10.73% 4
2023
Q4 		$28.6M Sell
768,873
-9,889
-1% -$340K 10.55% 4
2023
Q3 		$26.5M Buy
778,762
+4,264
+0.6% +$149K 10.93% 4
2023
Q2 		$26.7M Buy
774,498
+2,422
+0.3% +$80.9K 11.07% 4
2023
Q1 		$25.8M Sell
772,076
-21,418
-3% -$733K 11.3% 4
2022
Q4 		$26.6M Buy
793,494
+23,647
+3% +$786K 14.12% 3
2022
Q3 		$22.8M Buy
769,847
+7,024
+0.9% +$228K 14.53% 3
2022
Q2 		$24.1M Buy
+762,823
New +$25.4M 15.07% 2

Other funds holding DFUV

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
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
EF
Evanson Financial Mclean, Virginia $2.04B AUM
FG
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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return
PWIA
Porter White Investment Advisors Birmingham, Alabama $260M AUM 23.16% 1-Year Est. Return

KEB Asset Management's DFUV Position: Q2 2026 in Review

KEB Asset Management increased its Dimensional US Marketwide Value ETF (DFUV) stake by 6% in Q2 2026, buying an estimated $2.69M and bringing the position to 900,330 shares worth $49.5M. The position accounts for 8.02% of the portfolio, ranked #4.

KEB Asset Management first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. 147 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • KEB Asset Management held 900,330 shares of Dimensional US Marketwide Value ETF worth $49.5M as of Q2 2026.
  • KEB Asset Management bought 51,184 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $2.69M.
  • Dimensional US Marketwide Value ETF made up 8.02% of KEB Asset Management's portfolio in Q2 2026, its #4 holding.
  • KEB Asset Management first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
  • 147 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on KEB Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.