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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

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 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. 801 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.
  • 801 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.