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

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Wealth Enhancement Advisory Services

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Evanson Financial Mclean, Virginia $2.04B AUM

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return