Lutz Financial Services
DFUV icon

Lutz Financial Services’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Lutz Financial Services’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 		$8.08M Sell
146,970
-1,308
-0.9% -$73.5K 0.5% 42
2026
Q2 		$8.16M Sell
148,278
-2,280
-2% -$120K 0.5% 40
2026
Q1 		$7.3M Sell
150,558
-1,457
-1% -$71.5K 0.49% 40
2025
Q4 		$7.08M Buy
152,015
+24,049
+19% +$1.09M 0.48% 40
2025
Q3 		$5.72M Sell
127,966
-2,722
-2% -$119K 0.41% 41
2025
Q2 		$5.53M Sell
130,688
-2,003
-2% -$80.4K 0.43% 41
2025
Q1 		$5.47M Sell
132,691
-4,464
-3% -$187K 0.45% 40
2024
Q4 		$5.61M Sell
137,155
-322
-0.2% -$13.7K 0.45% 39
2024
Q3 		$5.73M Sell
137,477
-312
-0.2% -$12.6K 0.47% 38
2024
Q2 		$5.41M Sell
137,789
-5,292
-4% -$209K 0.47% 39
2024
Q1 		$5.85M Sell
143,081
-518
-0.4% -$19.8K 0.51% 37
2023
Q4 		$5.34M Sell
143,599
-3,009
-2% -$104K 0.5% 39
2023
Q3 		$4.99M Sell
146,608
-2,148
-1% -$75.2K 0.54% 40
2023
Q2 		$5.13M Sell
148,756
-6,833
-4% -$228K 0.55% 38
2023
Q1 		$5.21M Sell
155,589
-2,360
-1% -$80.8K 0.59% 37
2022
Q4 		$5.29M Sell
157,949
-4,164
-3% -$138K 0.65% 37
2022
Q3 		$4.8M Sell
162,113
-3,466
-2% -$113K 0.66% 36
2022
Q2 		$5.23M Buy
+165,579
New +$5.51M 0.69% 36

Other funds holding DFUV

Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 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
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Lutz Financial Services's DFUV Position: Q3 2026 in Review

Lutz Financial Services reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 0.88% in Q3 2026, selling an estimated $73.5K and leaving 146,970 shares worth $8.08M. The position accounts for 0.5% of the portfolio, ranked #42.

Lutz Financial Services first reported a position in DFUV in Q2 2022 and has held it in 18 quarters since. The position peaked at $8.16M in Q2 2026. 578 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

  • Lutz Financial Services held 146,970 shares of Dimensional US Marketwide Value ETF worth $8.08M as of Q3 2026.
  • Lutz Financial Services sold 1,308 Dimensional US Marketwide Value ETF shares in Q3 2026, an estimated $73.5K.
  • Dimensional US Marketwide Value ETF made up 0.5% of Lutz Financial Services's portfolio in Q3 2026, its #42 holding.
  • Lutz Financial Services first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 18 quarters since.
  • Lutz Financial Services's Dimensional US Marketwide Value ETF position peaked at $8.16M in Q2 2026.
  • 578 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

Based on Lutz Financial Services's 13F filing for Q3 2026, filed 6 Nov 2026.