LAM Group
DFUV icon

LAM Group’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

LAM Group’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 		$6.99M Sell
127,179
-2,261
-2% -$127K 3.52% 7
2026
Q2 		$7.12M Buy
129,440
+9
+0% +$473 3.54% 6
2026
Q1 		$6.27M Sell
129,431
-954
-0.7% -$46.8K 3.45% 7
2025
Q4 		$6.07M Buy
130,385
+113
+0.1% +$5.12K 3.48% 7
2025
Q3 		$5.82M Buy
130,272
+5
+0% +$218 3.61% 7
2025
Q2 		$5.51M Buy
130,267
+15
+0% +$602 3.68% 7
2025
Q1 		$5.37M Sell
130,252
-1,602
-1% -$67.2K 3.95% 6
2024
Q4 		$5.4M Sell
131,854
-5
-0% -$212 3.85% 5
2024
Q3 		$5.5M Buy
131,859
+6
+0% +$242 3.89% 5
2024
Q2 		$5.18M Buy
131,853
+15
+0% +$593 4.36% 5
2024
Q1 		$5.39M Sell
131,838
-98
-0.1% -$3.74K 4.4% 6
2023
Q4 		$4.91M Sell
131,936
-9,064
-6% -$312K 4.47% 6
2023
Q3 		$4.8M Sell
141,000
-1,400
-1% -$49K 4.71% 6
2023
Q2 		$4.91M Sell
142,400
-169
-0.1% -$5.65K 4.57% 6
2023
Q1 		$4.77M Buy
142,569
+1,276
+0.9% +$43.7K 4.68% 6
2022
Q4 		$4.73M Buy
+141,293
New +$4.7M 4.86% 4

Other funds holding DFUV

TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Trust Company of the South
Trust Company of the South Greensboro, North Carolina $714M AUM 17.67% 1-Year Est. Return
Evanson Financial
Evanson Financial Mclean, Virginia $2.03B AUM
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

LAM Group's DFUV Position: Q3 2026 in Review

LAM Group reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 1.7% in Q3 2026, selling an estimated $127K and leaving 127,179 shares worth $6.99M. The position accounts for 3.52% of the portfolio, ranked #7.

LAM Group first reported a position in DFUV in Q4 2022 and has held it in 16 quarters since. The position peaked at $7.12M in Q2 2026. 359 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

  • LAM Group held 127,179 shares of Dimensional US Marketwide Value ETF worth $6.99M as of Q3 2026.
  • LAM Group sold 2,261 Dimensional US Marketwide Value ETF shares in Q3 2026, an estimated $127K.
  • Dimensional US Marketwide Value ETF made up 3.52% of LAM Group's portfolio in Q3 2026, its #7 holding.
  • LAM Group first reported a position in Dimensional US Marketwide Value ETF in Q4 2022 and has held it in 16 quarters since.
  • LAM Group's Dimensional US Marketwide Value ETF position peaked at $7.12M in Q2 2026.
  • 359 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

Based on LAM Group's 13F filing for Q3 2026, filed 26 Oct 2026.