LFA
DFUV icon

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

Legacy 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 		$594K Hold
10,796
– – 0.07% 218
2026
Q1 		$523K Hold
10,796
– – 0.07% 233
2025
Q4 		$503K Buy
10,796
+5,080
+89% +$230K 0.07% 215
2025
Q3 		$255K Buy
+5,716
New +$249K 0.04% 361

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
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 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
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return

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

Legacy Financial Advisors held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 10,796 shares worth $594K. The position accounts for 0.07% of the portfolio, ranked #218.

Legacy Financial Advisors first reported a position in DFUV in Q3 2025 and has held it in 4 quarters since. 482 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Legacy Financial Advisors held 10,796 shares of Dimensional US Marketwide Value ETF worth $594K as of Q2 2026.
  • Legacy Financial Advisors left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
  • Dimensional US Marketwide Value ETF made up 0.07% of Legacy Financial Advisors's portfolio in Q2 2026, its #218 holding.
  • Legacy Financial Advisors first reported a position in Dimensional US Marketwide Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 482 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.