Lauer Wealth’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Lauer Wealth’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	$251K	Hold	4,500	–	–	0.16%	73
2026 Q2	$248K	Hold	4,500	–	–	0.15%	61
2026 Q1	$225K	Hold	4,500	–	–	0.18%	51
2025 Q4	$216K	Hold	4,500	–	–	0.16%	57
2025 Q3	$201K	Sell	4,500 -1,650	-27%	-$71.9K	0.14%	62
2025 Q2	$261K	Hold	6,150	–	–	0.22%	41
2025 Q1	$242K	Sell	6,150 -5,000	-45%	-$210K	0.19%	37
2024 Q4	$456K	Buy	11,150 +500	+5%	+$21.2K	0.31%	26
2024 Q3	$447K	Buy	10,650 +2,865	+37%	+$116K	0.34%	24
2024 Q2	$311K	Sell	7,785 -12,215	-61%	-$483K	0.24%	29
2024 Q1	$797K	Hold	20,000	–	–	0.69%	22
2023 Q4	$739K	Sell	20,000 -20,000	-50%	-$688K	0.68%	22
2023 Q3	$1.35M	Hold	40,000	–	–	1.46%	16
2023 Q2	$1.43M	Hold	40,000	–	–	1.48%	15
2023 Q1	$1.34M	Buy	+40,000	New	+$1.37M	1.68%	14

Other funds holding DFUV

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Trust Company of the South Greensboro, North Carolina $714M AUM 17.67% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.03B AUM

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

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

Disciplined Equity Management Neptune Beach, Florida $227M AUM 20.15% 1-Year Est. Return

Lauer Wealth's DFUV Position: Q3 2026 in Review

Lauer Wealth held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q3 2026 at 4,500 shares worth $251K. The position accounts for 0.16% of the portfolio, ranked #73.

Lauer Wealth first reported a position in DFUV in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.43M in Q2 2023. 269 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

Lauer Wealth held 4,500 shares of Dimensional US Marketwide Value ETF worth $251K as of Q3 2026.
Lauer Wealth left its Dimensional US Marketwide Value ETF share count unchanged in Q3 2026.
Dimensional US Marketwide Value ETF made up 0.16% of Lauer Wealth's portfolio in Q3 2026, its #73 holding.
Lauer Wealth first reported a position in Dimensional US Marketwide Value ETF in Q1 2023 and has held it in 15 quarters since.
Lauer Wealth's Dimensional US Marketwide Value ETF position peaked at $1.43M in Q2 2023.
269 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

Based on Lauer Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.