Lantz Financial’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Lantz Financial’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	$311K	Hold	5,656	–	–	0.06%	214
2026 Q2	$311K	Hold	5,656	–	–	0.06%	209
2026 Q1	$274K	Hold	5,656	–	–	0.06%	213
2025 Q4	$264K	Hold	5,656	–	–	0.06%	222
2025 Q3	$253K	Hold	5,656	–	–	0.06%	218
2025 Q2	$239K	Sell	5,656 -1,750	-24%	-$70.3K	0.06%	210
2025 Q1	$305K	Hold	7,406	–	–	0.08%	173
2024 Q4	$303K	Hold	7,406	–	–	0.08%	178
2024 Q3	$309K	Buy	+7,406	New	+$299K	0.08%	182

Other funds holding DFUV

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

PWIA

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

DEM

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

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Lantz Financial's DFUV Position: Q3 2026 in Review

Lantz Financial held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q3 2026 at 5,656 shares worth $311K. The position accounts for 0.06% of the portfolio, ranked #214.

Lantz Financial first reported a position in DFUV in Q3 2024 and has held it in 9 quarters since. The position peaked at $311K in Q2 2026. 193 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

Lantz Financial held 5,656 shares of Dimensional US Marketwide Value ETF worth $311K as of Q3 2026.
Lantz Financial left its Dimensional US Marketwide Value ETF share count unchanged in Q3 2026.
Dimensional US Marketwide Value ETF made up 0.06% of Lantz Financial's portfolio in Q3 2026, its #214 holding.
Lantz Financial first reported a position in Dimensional US Marketwide Value ETF in Q3 2024 and has held it in 9 quarters since.
Lantz Financial's Dimensional US Marketwide Value ETF position peaked at $311K in Q2 2026.
193 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.