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

Marietta 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	$1.01M	Sell	18,415 -1,195	-6%	-$62.7K	0.1%	89
2026 Q1	$950K	Sell	19,610 -750	-4%	-$36.8K	0.11%	90
2025 Q4	$949K	Sell	20,360 -50	-0.2%	-$2.27K	0.11%	90
2025 Q3	$912K	Sell	20,410 -560	-3%	-$24.4K	0.11%	89
2025 Q2	$887K	Sell	20,970 -900	-4%	-$36.1K	0.12%	89
2025 Q1	$901K	Sell	21,870 -1,570	-7%	-$65.9K	0.13%	88
2024 Q4	$959K	Hold	23,440	–	–	0.14%	86
2024 Q3	$977K	Sell	23,440 -1,079	-4%	-$43.6K	0.14%	87
2024 Q2	$963K	Sell	24,519 -887	-3%	-$35.1K	0.15%	85
2024 Q1	$1.04M	Sell	25,406 -394	-2%	-$15.1K	0.17%	84
2023 Q4	$960K	Hold	25,800	–	–	0.17%	86
2023 Q3	$878K	Hold	25,800	–	–	0.17%	86
2023 Q2	$890K	Hold	25,800	–	–	0.17%	90
2023 Q1	$864K	Sell	25,800 -1,393	-5%	-$47.7K	0.18%	89
2022 Q4	$910K	Hold	27,193	–	–	0.21%	90
2022 Q3	$805K	Hold	27,193	–	–	0.2%	86
2022 Q2	$859K	Buy	+27,193	New	+$905K	0.21%	84

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

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

Marietta Wealth Management reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 6.1% in Q2 2026, selling an estimated $62.7K and leaving 18,415 shares worth $1.01M. The position accounts for 0.1% of the portfolio, ranked #89.

Marietta Wealth Management first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.04M in Q1 2024. 798 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Marietta Wealth Management held 18,415 shares of Dimensional US Marketwide Value ETF worth $1.01M as of Q2 2026.
Marietta Wealth Management sold 1,195 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $62.7K.
Dimensional US Marketwide Value ETF made up 0.1% of Marietta Wealth Management's portfolio in Q2 2026, its #89 holding.
Marietta Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
Marietta Wealth Management's Dimensional US Marketwide Value ETF position peaked at $1.04M in Q1 2024.
798 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Marietta Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.