LF
DFUV icon

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
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

EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
EF
Evanson Financial Mclean, Virginia $2.04B AUM
FG
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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return
KAM
KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return

Lantz Financial's DFUV Position: Q2 2026 in Review

Lantz Financial held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 5,656 shares worth $311K. The position accounts for 0.06% of the portfolio, ranked #209.

Lantz Financial first reported a position in DFUV in Q3 2024 and has held it in 8 quarters since. 188 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Lantz Financial held 5,656 shares of Dimensional US Marketwide Value ETF worth $311K as of Q2 2026.
  • Lantz Financial left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
  • Dimensional US Marketwide Value ETF made up 0.06% of Lantz Financial's portfolio in Q2 2026, its #209 holding.
  • Lantz Financial first reported a position in Dimensional US Marketwide Value ETF in Q3 2024 and has held it in 8 quarters since.
  • 188 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.