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

Montz Harcus 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	$446K	Buy	8,105 +28	+0.3%	+$1.47K	0.16%	57
2026 Q1	$391K	Buy	8,077 +29	+0.4%	+$1.42K	0.16%	56
2025 Q4	$375K	Buy	8,048 +28	+0.3%	+$1.27K	0.15%	59
2025 Q3	$358K	Buy	8,020 +35	+0.4%	+$1.52K	0.16%	57
2025 Q2	$338K	Buy	7,985 +38	+0.5%	+$1.53K	0.16%	55
2025 Q1	$328K	Buy	+7,947	New	+$334K	0.18%	51

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 27.94% 1-Year Est. Return

Montz Harcus Wealth Management's DFUV Position: Q2 2026 in Review

Montz Harcus Wealth Management increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.35% in Q2 2026, buying an estimated $1.47K and bringing the position to 8,105 shares worth $446K. The position accounts for 0.16% of the portfolio, ranked #57.

Montz Harcus Wealth Management first reported a position in DFUV in Q1 2025 and has held it in 6 quarters since. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Montz Harcus Wealth Management held 8,105 shares of Dimensional US Marketwide Value ETF worth $446K as of Q2 2026.
Montz Harcus Wealth Management bought 28 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $1.47K.
Dimensional US Marketwide Value ETF made up 0.16% of Montz Harcus Wealth Management's portfolio in Q2 2026, its #57 holding.
Montz Harcus Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q1 2025 and has held it in 6 quarters since.
797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.