Moisand Fitzgerald Tamayo’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Moisand Fitzgerald Tamayo’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	$29.4M	Sell	535,101 -9,482	-2%	-$498K	2.87%	10
2026 Q1	$26.4M	Sell	544,583 -11,984	-2%	-$588K	2.84%	10
2025 Q4	$25.9M	Sell	556,567 -8,509	-2%	-$386K	2.93%	10
2025 Q3	$25.3M	Sell	565,076 -6,968	-1%	-$303K	2.98%	10
2025 Q2	$24.2M	Sell	572,044 -14,721	-3%	-$591K	3.06%	10
2025 Q1	$24.2M	Sell	586,765 -11,677	-2%	-$490K	3.35%	12
2024 Q4	$24.5M	Sell	598,442 -10,759	-2%	-$457K	3.46%	12
2024 Q3	$25.4M	Sell	609,201 -11,204	-2%	-$453K	3.49%	11
2024 Q2	$24.4M	Sell	620,405 -8,498	-1%	-$336K	3.65%	11
2024 Q1	$25.7M	Sell	628,903 -15,910	-2%	-$608K	3.93%	9
2023 Q4	$24M	Sell	644,813 -29,459	-4%	-$1.01M	4.15%	7
2023 Q3	$22.9M	Sell	674,272 -19,684	-3%	-$690K	4.84%	5
2023 Q2	$23.9M	Sell	693,956 -10,345	-1%	-$346K	4.89%	5
2023 Q1	$23.6M	Sell	704,301 -44,788	-6%	-$1.53M	5.04%	5
2022 Q4	$25.1M	Sell	749,089 -42,349	-5%	-$1.41M	5.71%	4
2022 Q3	$23.4M	Sell	791,438 -27,625	-3%	-$898K	6.43%	2
2022 Q2	$25.9M	Buy	+819,063	New	+$27.3M	6.96%	2

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

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

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

Evanson Financial Mclean, Virginia $2.04B AUM

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

Moisand Fitzgerald Tamayo's DFUV Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 1.7% in Q2 2026, selling an estimated $498K and leaving 535,101 shares worth $29.4M. The position accounts for 2.87% of the portfolio, ranked #10.

Moisand Fitzgerald Tamayo first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. 403 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Moisand Fitzgerald Tamayo held 535,101 shares of Dimensional US Marketwide Value ETF worth $29.4M as of Q2 2026.
Moisand Fitzgerald Tamayo sold 9,482 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $498K.
Dimensional US Marketwide Value ETF made up 2.87% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #10 holding.
Moisand Fitzgerald Tamayo first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
403 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.