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LBMC Investment Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

LBMC Investment 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 		$1.45M Buy
26,409
+38
+0.1% +$2K 0.08% 97
2026
Q1 		$1.28M Buy
26,371
+41
+0.2% +$2.01K 0.08% 96
2025
Q4 		$1.23M Buy
26,330
+40
+0.2% +$1.81K 0.08% 92
2025
Q3 		$1.17M Buy
26,290
+960
+4% +$41.8K 0.07% 97
2025
Q2 		$1.07M Sell
25,330
-1,188
-4% -$47.7K 0.08% 89
2025
Q1 		$1.09M Buy
26,518
+45
+0.2% +$1.89K 0.09% 81
2024
Q4 		$1.08M Buy
26,473
+48
+0.2% +$2.04K 0.09% 76
2024
Q3 		$1.1M Buy
26,425
+46
+0.2% +$1.86K 0.09% 73
2024
Q2 		$1.04M Buy
26,379
+50
+0.2% +$1.98K 0.09% 71
2024
Q1 		$1.08M Buy
26,329
+39
+0.1% +$1.49K 0.09% 69
2023
Q4 		$979K Buy
26,290
+42
+0.2% +$1.45K 0.09% 61
2023
Q3 		$872K Buy
26,248
+56
+0.2% +$1.96K 0.09% 64
2023
Q2 		$904K Buy
26,192
+54
+0.2% +$1.8K 0.09% 64
2023
Q1 		$875K Buy
26,138
+49
+0.2% +$1.68K 0.09% 66
2022
Q4 		$873K Buy
26,089
+63
+0.2% +$2.09K 0.09% 63
2022
Q3 		$771K Buy
26,026
+84
+0.3% +$2.73K 0.09% 59
2022
Q2 		$820K Buy
+25,942
New +$863K 0.09% 56

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 $103B AUM 28.65% 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 $77.5B AUM 28.19% 1-Year Est. Return

LBMC Investment Advisors's DFUV Position: Q2 2026 in Review

LBMC Investment Advisors increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.14% in Q2 2026, buying an estimated $2K and bringing the position to 26,409 shares worth $1.45M. The position accounts for 0.08% of the portfolio, ranked #97.

LBMC Investment Advisors first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • LBMC Investment Advisors held 26,409 shares of Dimensional US Marketwide Value ETF worth $1.45M as of Q2 2026.
  • LBMC Investment Advisors bought 38 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $2K.
  • Dimensional US Marketwide Value ETF made up 0.08% of LBMC Investment Advisors's portfolio in Q2 2026, its #97 holding.
  • LBMC Investment Advisors first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
  • 797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on LBMC Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.