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Market Street Wealth Management Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Market Street Wealth Management Advisors’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 		$232K Buy
+4,222
New +$222K 0.03% 112
2022
Q4 		– Sell
-21,026
Closed -$623K – 92
2022
Q3 		$623K Buy
+21,026
New +$684K 0.2% 65

Other funds holding DFUV

TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TCOTS
Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Market Street Wealth Management Advisors's DFUV Position: Q2 2026 in Review

Market Street Wealth Management Advisors opened a new position in Dimensional US Marketwide Value ETF (DFUV) in Q2 2026: 4,222 shares worth $232K. The stake represents 0.03% of the portfolio and ranks #112 among its holdings. This is a return to the name: Market Street Wealth Management Advisors previously reported a position in DFUV as recently as Q3 2022.

Market Street Wealth Management Advisors first reported a position in DFUV in Q3 2022 and has held it in 2 quarters since. The position peaked at $623K in Q3 2022. 359 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Market Street Wealth Management Advisors held 4,222 shares of Dimensional US Marketwide Value ETF worth $232K as of Q2 2026.
  • Dimensional US Marketwide Value ETF was a new Market Street Wealth Management Advisors position in Q2 2026.
  • Dimensional US Marketwide Value ETF made up 0.03% of Market Street Wealth Management Advisors's portfolio in Q2 2026, its #112 holding.
  • Market Street Wealth Management Advisors first reported a position in Dimensional US Marketwide Value ETF in Q3 2022 and has held it in 2 quarters since.
  • Market Street Wealth Management Advisors's Dimensional US Marketwide Value ETF position peaked at $623K in Q3 2022.
  • 359 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Market Street Wealth Management Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.