Measured Wealth Private Client Group’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Measured Wealth Private Client Group’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	$1.48M	Sell	26,856 -10	-0%	-$525	0.36%	45
2026 Q1	$1.3M	Sell	26,866 -65	-0.2%	-$3.19K	0.36%	40
2025 Q4	$1.25M	Sell	26,931 -258	-0.9%	-$11.7K	0.33%	37
2025 Q3	$1.22M	Sell	27,189 -363	-1%	-$15.8K	0.33%	38
2025 Q2	$1.16M	Sell	27,552 -1,525	-5%	-$61.2K	0.35%	39
2025 Q1	$1.2M	Sell	29,077 -405	-1%	-$17K	0.38%	36
2024 Q4	$1.21M	Sell	29,482 -806	-3%	-$34.2K	0.39%	34
2024 Q3	$1.26M	Sell	30,288 -33	-0.1%	-$1.33K	0.42%	33
2024 Q2	$1.19M	Sell	30,321 -3,931	-11%	-$156K	0.42%	32
2024 Q1	$1.4M	Sell	34,252 -517	-1%	-$19.7K	0.49%	24
2023 Q4	$1.29M	Sell	34,769 -299	-0.9%	-$10.3K	0.48%	26
2023 Q3	$1.19M	Sell	35,068 -325	-0.9%	-$11.4K	0.48%	28
2023 Q2	$1.22M	Hold	35,393	–	–	0.46%	28
2023 Q1	$1.18M	Sell	35,393 -1,998	-5%	-$68.4K	0.46%	32
2022 Q4	$1.25M	Sell	37,391 -330	-0.9%	-$11K	0.52%	28
2022 Q3	$1.12M	Hold	37,721	–	–	0.49%	28
2022 Q2	$1.19M	Buy	+37,721	New	+$1.26M	0.53%	27

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 $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 Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return

Measured Wealth Private Client Group's DFUV Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 0.04% in Q2 2026, selling an estimated $525 and leaving 26,856 shares worth $1.48M. The position accounts for 0.36% of the portfolio, ranked #45.

Measured Wealth Private Client Group first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Measured Wealth Private Client Group held 26,856 shares of Dimensional US Marketwide Value ETF worth $1.48M as of Q2 2026.
Measured Wealth Private Client Group sold 10 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $525.
Dimensional US Marketwide Value ETF made up 0.36% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #45 holding.
Measured Wealth Private Client Group first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.