NDWM
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New Dimensions Wealth Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

New Dimensions 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 		$15.8M Buy
286,315
+8,785
+3% +$461K 11.9% 3
2026
Q1 		$13.4M Sell
277,530
-1,509
-0.5% -$74K 11.44% 3
2025
Q4 		$13M Sell
279,039
-5,193
-2% -$236K 11.12% 3
2025
Q3 		$12.7M Buy
284,232
+4,553
+2% +$198K 11.13% 3
2025
Q2 		$11.9M Buy
279,679
+1,449
+0.5% +$58.2K 10.9% 3
2025
Q1 		$11.5M Buy
+278,230
New +$11.7M 11.46% 3

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Focus Partners Wealth
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
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

New Dimensions Wealth Management's DFUV Position: Q2 2026 in Review

New Dimensions Wealth Management increased its Dimensional US Marketwide Value ETF (DFUV) stake by 3.2% in Q2 2026, buying an estimated $461K and bringing the position to 286,315 shares worth $15.8M. The position accounts for 11.9% of the portfolio, ranked #3.

New Dimensions Wealth Management first reported a position in DFUV in Q1 2025 and has held it in 6 quarters since. 801 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • New Dimensions Wealth Management held 286,315 shares of Dimensional US Marketwide Value ETF worth $15.8M as of Q2 2026.
  • New Dimensions Wealth Management bought 8,785 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $461K.
  • Dimensional US Marketwide Value ETF made up 11.9% of New Dimensions Wealth Management's portfolio in Q2 2026, its #3 holding.
  • New Dimensions Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q1 2025 and has held it in 6 quarters since.
  • 801 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on New Dimensions Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.