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DFUV icon

McGrath & Associates’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

McGrath & Associates’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 		$725K Buy
13,188
+708
+6% +$37.2K 0.95% 20
2026
Q1 		$605K Hold
12,480
– – 0.89% 23
2025
Q4 		$581K Hold
12,480
– – 0.83% 26
2025
Q3 		$558K Hold
12,480
– – 0.83% 27
2025
Q2 		$528K Hold
12,480
– – 0.86% 29
2025
Q1 		$514K Hold
12,480
– – 0.94% 27
2024
Q4 		$511K Buy
+12,480
New +$530K 1.03% 26

Other funds holding DFUV

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

McGrath & Associates's DFUV Position: Q2 2026 in Review

McGrath & Associates increased its Dimensional US Marketwide Value ETF (DFUV) stake by 5.7% in Q2 2026, buying an estimated $37.2K and bringing the position to 13,188 shares worth $725K. The position accounts for 0.95% of the portfolio, ranked #20.

McGrath & Associates first reported a position in DFUV in Q4 2024 and has held it in 7 quarters since. 277 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • McGrath & Associates held 13,188 shares of Dimensional US Marketwide Value ETF worth $725K as of Q2 2026.
  • McGrath & Associates bought 708 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $37.2K.
  • Dimensional US Marketwide Value ETF made up 0.95% of McGrath & Associates's portfolio in Q2 2026, its #20 holding.
  • McGrath & Associates first reported a position in Dimensional US Marketwide Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 277 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on McGrath & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.