Lockerman Financial Group’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Lockerman Financial Group’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	$354K	Hold	6,433	–	–	0.54%	48
2026 Q1	$312K	Hold	6,433	–	–	0.56%	58
2025 Q4	$300K	Hold	6,433	–	–	0.58%	56
2025 Q3	$287K	Hold	6,433	–	–	0.36%	92
2025 Q2	$272K	Hold	6,433	–	–	0.37%	97
2025 Q1	$265K	Hold	6,433	–	–	0.4%	86
2024 Q4	$263K	Hold	6,433	–	–	0.45%	80
2024 Q3	$268K	Sell	6,433 -387	-6%	-$15.6K	0.45%	85
2024 Q2	$268K	Hold	6,820	–	–	0.49%	73
2024 Q1	$279K	Hold	6,820	–	–	0.53%	65
2023 Q4	$254K	Hold	6,820	–	–	0.59%	63
2023 Q3	$232K	Hold	6,820	–	–	0.62%	62
2023 Q2	$235K	Hold	6,820	–	–	0.65%	58
2023 Q1	$228K	Hold	6,820	–	–	0.63%	63
2022 Q4	$228K	Hold	6,820	–	–	0.67%	60
2022 Q3	$202K	Hold	6,820	–	–	0.58%	62
2022 Q2	$216K	Buy	+6,820	New	+$227K	0.69%	54

Other funds holding DFUV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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 Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Lockerman Financial Group's DFUV Position: Q2 2026 in Review

Lockerman Financial Group held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 6,433 shares worth $354K. The position accounts for 0.54% of the portfolio, ranked #48.

Lockerman Financial Group first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. 798 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Lockerman Financial Group held 6,433 shares of Dimensional US Marketwide Value ETF worth $354K as of Q2 2026.
Lockerman Financial Group left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
Dimensional US Marketwide Value ETF made up 0.54% of Lockerman Financial Group's portfolio in Q2 2026, its #48 holding.
Lockerman Financial Group first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
798 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Lockerman Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.