LJI Wealth Management
DFUV icon

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

LJI Wealth 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
Q3 		– Sell
-18,760
Closed -$1.03M – 201
2026
Q2 		$1.03M Sell
18,760
-1,142
-6% -$60K 0.14% 65
2026
Q1 		$964K Sell
19,902
-18,315
-48% -$898K 0.15% 58
2025
Q4 		$1.78M Buy
38,217
+33,524
+714% +$1.52M 0.27% 45
2025
Q3 		$210K Sell
4,693
-33,319
-88% -$1.45M 0.04% 169
2025
Q2 		$1.61M Buy
38,012
+8,806
+30% +$354K 0.28% 41
2025
Q1 		$1.2M Buy
29,206
+11
+0% +$462 0.24% 46
2024
Q4 		$1.19M Sell
29,195
-584
-2% -$24.8K 0.24% 47
2024
Q3 		$1.24M Buy
29,779
+3
+0% +$121 0.25% 49
2024
Q2 		$1.17M Buy
29,776
+412
+1% +$16.3K 0.26% 47
2024
Q1 		$1.2M Buy
29,364
+1,409
+5% +$53.8K 0.31% 36
2023
Q4 		$1.04M Buy
27,955
+5,280
+23% +$182K 0.27% 43
2023
Q3 		$771K Buy
22,675
+75
+0.3% +$2.63K 0.22% 56
2023
Q2 		$780K Buy
22,600
+628
+3% +$21K 0.23% 51
2023
Q1 		$736K Buy
21,972
+9,185
+72% +$314K 0.23% 46
2022
Q4 		$428K Buy
+12,787
New +$425K 0.15% 77

Other funds holding DFUV

Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Index Fund Advisors
Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

LJI Wealth Management's DFUV Position: Q3 2026 in Review

LJI Wealth Management sold out of Dimensional US Marketwide Value ETF (DFUV) in Q3 2026, closing a stake of 18,760 shares — an estimated $1.03M sold.

LJI Wealth Management first reported a position in DFUV in Q4 2022 and held it in 15 quarters. The position peaked at $1.78M in Q4 2025. 729 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

  • LJI Wealth Management reported no remaining Dimensional US Marketwide Value ETF position as of Q3 2026 after selling out during the quarter.
  • LJI Wealth Management sold 18,760 Dimensional US Marketwide Value ETF shares in Q3 2026, an estimated $1.03M.
  • LJI Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q4 2022 and held it in 15 quarters.
  • LJI Wealth Management's Dimensional US Marketwide Value ETF position peaked at $1.78M in Q4 2025.
  • 729 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

Based on LJI Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.