NOI
DFUV icon

Newton One Investments’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Newton One Investments’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 		$466K Buy
8,476
+27
+0.3% +$1.42K 0.12% 29
2026
Q1 		$409K Buy
8,449
+30
+0.4% +$1.47K 0.11% 30
2025
Q4 		$392K Buy
8,419
+28
+0.3% +$1.27K 0.12% 31
2025
Q3 		$375K Buy
8,391
+35
+0.4% +$1.52K 0.11% 33
2025
Q2 		$353K Buy
8,356
+38
+0.5% +$1.53K 0.11% 32
2025
Q1 		$343K Buy
8,318
+32
+0.4% +$1.34K 0.12% 29
2024
Q4 		$339K Buy
8,286
+373
+5% +$15.8K 0.13% 31
2024
Q3 		$330K Buy
7,913
+33
+0.4% +$1.33K 0.13% 31
2024
Q2 		$309K Sell
7,880
-303
-4% -$12K 0.13% 31
2024
Q1 		$335K Sell
8,183
-300
-4% -$11.5K 0.15% 30
2023
Q4 		$316K Buy
8,483
+30
+0.4% +$1.03K 0.15% 30
2023
Q3 		$288K Hold
8,453
– – 0.17% 31
2023
Q2 		$292K Hold
8,453
– – 0.17% 31
2023
Q1 		$283K Sell
8,453
-1,130
-12% -$38.7K 0.17% 31
2022
Q4 		$321K Hold
9,583
– – 0.21% 29
2022
Q3 		$284K Hold
9,583
– – 0.2% 28
2022
Q2 		$303K Buy
+9,583
New +$319K 0.23% 27

Other funds holding DFUV

EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
EF
Evanson Financial Mclean, Virginia $2.04B AUM
FG
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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return
KAM
KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return

Newton One Investments's DFUV Position: Q2 2026 in Review

Newton One Investments increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.32% in Q2 2026, buying an estimated $1.42K and bringing the position to 8,476 shares worth $466K. The position accounts for 0.12% of the portfolio, ranked #29.

Newton One Investments first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. 214 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Newton One Investments held 8,476 shares of Dimensional US Marketwide Value ETF worth $466K as of Q2 2026.
  • Newton One Investments bought 27 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $1.42K.
  • Dimensional US Marketwide Value ETF made up 0.12% of Newton One Investments's portfolio in Q2 2026, its #29 holding.
  • Newton One Investments first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
  • 214 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Newton One Investments's 13F filing for Q2 2026, filed 22 Jul 2026.