Klingman & Associates’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Klingman & Associates’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	$1.78M	Buy	32,275 +61	+0.2%	+$3.43K	0.07%	98
2026 Q2	$1.77M	Buy	32,214 +671	+2%	+$35.2K	0.08%	96
2026 Q1	$1.53M	Buy	31,543 +86	+0.3%	+$4.22K	0.07%	101
2025 Q4	$1.47M	Buy	+31,457	New	+$1.43M	0.07%	103

Other funds holding DFUV

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Trust Company of the South Greensboro, North Carolina $714M AUM 17.67% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return

Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return

Porter White Investment Advisors Birmingham, Alabama $161M AUM 13.97% 1-Year Est. Return

Disciplined Equity Management Neptune Beach, Florida $227M AUM 20.15% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

Klingman & Associates's DFUV Position: Q3 2026 in Review

Klingman & Associates increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.19% in Q3 2026, buying an estimated $3.43K and bringing the position to 32,275 shares worth $1.78M. The position accounts for 0.07% of the portfolio, ranked #98.

Klingman & Associates first reported a position in DFUV in Q4 2025 and has held it in 4 quarters since. 221 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

Klingman & Associates held 32,275 shares of Dimensional US Marketwide Value ETF worth $1.78M as of Q3 2026.
Klingman & Associates bought 61 Dimensional US Marketwide Value ETF shares in Q3 2026, an estimated $3.43K.
Dimensional US Marketwide Value ETF made up 0.07% of Klingman & Associates's portfolio in Q3 2026, its #98 holding.
Klingman & Associates first reported a position in Dimensional US Marketwide Value ETF in Q4 2025 and has held it in 4 quarters since.
221 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.