LFA
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Lauterbach Financial Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Lauterbach Financial Advisors’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 		$13.9M Sell
251,825
-6,430
-2% -$338K 5.96% 5
2026
Q1 		$12.5M Sell
258,255
-2,479
-1% -$122K 6.11% 5
2025
Q4 		$12.1M Buy
260,734
+37
+0% +$1.68K 5.94% 5
2025
Q3 		$11.7M Sell
260,697
-862
-0.3% -$37.5K 5.86% 5
2025
Q2 		$11.1M Sell
261,559
-793
-0.3% -$31.8K 6.08% 5
2025
Q1 		$10.8M Sell
262,352
-366
-0.1% -$15.4K 6.74% 4
2024
Q4 		$10.8M Sell
262,718
-5,938
-2% -$252K 6.52% 4
2024
Q3 		$11.2M Buy
268,656
+1,720
+0.6% +$69.5K 6.81% 4
2024
Q2 		$10.5M Buy
266,936
+6,196
+2% +$245K 6.94% 4
2024
Q1 		$10.7M Sell
260,740
-35,719
-12% -$1.36M 7% 4
2023
Q4 		$11M Buy
296,459
+376
+0.1% +$12.9K 7.69% 4
2023
Q3 		$10.1M Sell
296,083
-511
-0.2% -$17.9K 7.91% 4
2023
Q2 		$10.2M Sell
296,594
-863
-0.3% -$28.8K 7.82% 4
2023
Q1 		$9.96M Buy
297,457
+779
+0.3% +$26.7K 8.05% 4
2022
Q4 		$9.93M Buy
296,678
+2,502
+0.9% +$83.1K 8.85% 3
2022
Q3 		$8.71M Sell
294,176
-4,373
-1% -$142K 8.87% 4
2022
Q2 		$9.43M Buy
+298,549
New +$9.94M 8.96% 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
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
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Lauterbach Financial Advisors's DFUV Position: Q2 2026 in Review

Lauterbach Financial Advisors reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 2.5% in Q2 2026, selling an estimated $338K and leaving 251,825 shares worth $13.9M. The position accounts for 5.96% of the portfolio, ranked #5.

Lauterbach Financial Advisors first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. 388 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Lauterbach Financial Advisors held 251,825 shares of Dimensional US Marketwide Value ETF worth $13.9M as of Q2 2026.
  • Lauterbach Financial Advisors sold 6,430 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $338K.
  • Dimensional US Marketwide Value ETF made up 5.96% of Lauterbach Financial Advisors's portfolio in Q2 2026, its #5 holding.
  • Lauterbach Financial Advisors first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
  • 388 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Lauterbach Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.