Liberty Capital Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Liberty Capital Management’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	$591K	Buy	+10,742	New	+$564K	0.1%	113
2025 Q4	$500K	Hold	10,742	–	–	0.09%	117
2025 Q3	$480K	Hold	10,742	–	–	0.09%	115
2025 Q2	$454K	Hold	10,742	–	–	0.09%	115
2025 Q1	$443K	Hold	10,742	–	–	0.1%	115
2024 Q4	$440K	Hold	10,742	–	–	0.1%	116
2024 Q3	$448K	Hold	10,742	–	–	0.1%	113
2024 Q2	$422K	Hold	10,742	–	–	0.1%	116
2024 Q1	$439K	Hold	10,742	–	–	0.11%	114
2023 Q4	$400K	Hold	10,742	–	–	0.1%	112
2023 Q3	$365K	Hold	10,742	–	–	0.11%	113
2023 Q2	$371K	Buy	+10,742	New	+$359K	0.11%	111

Other funds holding DFUV

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

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

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

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

Liberty Capital Management's DFUV Position: Q2 2026 in Review

Liberty Capital Management opened a new position in Dimensional US Marketwide Value ETF (DFUV) in Q2 2026: 10,742 shares worth $591K. The stake represents 0.1% of the portfolio and ranks #113 among its holdings. This is a return to the name: Liberty Capital Management previously reported a position in DFUV as recently as Q4 2025.

Liberty Capital Management first reported a position in DFUV in Q2 2023 and has held it in 12 quarters since. 540 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Liberty Capital Management held 10,742 shares of Dimensional US Marketwide Value ETF worth $591K as of Q2 2026.
Dimensional US Marketwide Value ETF was a new Liberty Capital Management position in Q2 2026.
Dimensional US Marketwide Value ETF made up 0.1% of Liberty Capital Management's portfolio in Q2 2026, its #113 holding.
Liberty Capital Management first reported a position in Dimensional US Marketwide Value ETF in Q2 2023 and has held it in 12 quarters since.
540 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Liberty Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.