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 Q3	$447K	Buy	8,135 +30	+0.4%	+$1.69K	0.16%	55
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

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

BTWM

Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return

SFC

Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Montz Harcus Wealth Management's DFUV Position: Q3 2026 in Review

Montz Harcus Wealth Management increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.37% in Q3 2026, buying an estimated $1.69K and bringing the position to 8,135 shares worth $447K. The position accounts for 0.16% of the portfolio, ranked #55.

Montz Harcus Wealth Management first reported a position in DFUV in Q1 2025 and has held it in 7 quarters since. 35 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

Montz Harcus Wealth Management held 8,135 shares of Dimensional US Marketwide Value ETF worth $447K as of Q3 2026.
Montz Harcus Wealth Management bought 30 Dimensional US Marketwide Value ETF shares in Q3 2026, an estimated $1.69K.
Dimensional US Marketwide Value ETF made up 0.16% of Montz Harcus Wealth Management's portfolio in Q3 2026, its #55 holding.
Montz Harcus Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q1 2025 and has held it in 7 quarters since.
35 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.