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 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%	+$5.13K	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

TWA

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

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

LAM Group's DFUV Position: Q2 2026 in Review

LAM Group increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.01% in Q2 2026, buying an estimated $473 and bringing the position to 129,440 shares worth $7.12M. The position accounts for 3.54% of the portfolio, ranked #6.

LAM Group first reported a position in DFUV in Q4 2022 and has held it in 15 quarters since. 381 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

LAM Group held 129,440 shares of Dimensional US Marketwide Value ETF worth $7.12M as of Q2 2026.
LAM Group bought 9 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $473.
Dimensional US Marketwide Value ETF made up 3.54% of LAM Group's portfolio in Q2 2026, its #6 holding.
LAM Group first reported a position in Dimensional US Marketwide Value ETF in Q4 2022 and has held it in 15 quarters since.
381 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on LAM Group's 13F filing for Q2 2026, filed 10 Jul 2026.