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

Lodestone 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
Q2 		$72.3K Sell
1,315
-2,904
-69% -$152K 0.03% 269
2026
Q1 		$204K Hold
4,219
– – 0.08% 175
2025
Q4 		$197K Buy
+4,219
New +$191K 0.08% 173

Other funds holding DFUV

Mercer Global Advisors
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SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Focus Partners Wealth
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
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HighTower Advisors
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
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return

Lodestone Wealth Management's DFUV Position: Q2 2026 in Review

Lodestone Wealth Management reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 69% in Q2 2026, selling an estimated $152K and leaving 1,315 shares worth $72.3K. The position accounts for 0.03% of the portfolio, ranked #269.

Lodestone Wealth Management first reported a position in DFUV in Q4 2025 and has held it in 3 quarters since. The position peaked at $204K in Q1 2026. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Lodestone Wealth Management held 1,315 shares of Dimensional US Marketwide Value ETF worth $72.3K as of Q2 2026.
  • Lodestone Wealth Management sold 2,904 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $152K.
  • Dimensional US Marketwide Value ETF made up 0.03% of Lodestone Wealth Management's portfolio in Q2 2026, its #269 holding.
  • Lodestone Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q4 2025 and has held it in 3 quarters since.
  • Lodestone Wealth Management's Dimensional US Marketwide Value ETF position peaked at $204K in Q1 2026.
  • 797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.