Northwest Wealth Management
DFUV icon

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

Northwest 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 		$7.5M Sell
136,355
-2,772
-2% -$156K 0.96% 21
2026
Q2 		$7.65M Buy
139,127
+3,262
+2% +$171K 1.01% 21
2026
Q1 		$6.58M Sell
135,865
-1,427
-1% -$70K 0.99% 21
2025
Q4 		$6.4M Buy
137,292
+1,973
+1% +$89.5K 1.01% 21
2025
Q3 		$6.05M Sell
135,319
-3,011
-2% -$131K 1% 22
2025
Q2 		$5.85M Buy
138,330
+3,995
+3% +$160K 1.06% 21
2025
Q1 		$5.54M Buy
134,335
+5,095
+4% +$214K 1.1% 21
2024
Q4 		$5.29M Buy
129,240
+34,958
+37% +$1.48M 1.12% 21
2024
Q3 		$3.93M Buy
94,282
+4,812
+5% +$194K 0.92% 28
2024
Q2 		$3.51M Sell
89,470
-1,255
-1% -$49.7K 0.91% 29
2024
Q1 		$3.71M Buy
90,725
+8,603
+10% +$329K 1.02% 24
2023
Q4 		$3.06M Buy
82,122
+13,737
+20% +$473K 0.92% 28
2023
Q3 		$2.33M Buy
68,385
+80
+0.1% +$2.8K 0.84% 33
2023
Q2 		$2.36M Sell
68,305
-1,921
-3% -$64.2K 0.85% 33
2023
Q1 		$2.35M Sell
70,226
-1,992
-3% -$68.2K 0.9% 33
2022
Q4 		$2.42M Sell
72,218
-1,364
-2% -$45.3K 1.03% 32
2022
Q3 		$2.18M Buy
73,582
+5,346
+8% +$174K 0.96% 37
2022
Q2 		$2.16M Buy
+68,236
New +$2.27M 0.93% 36

Other funds holding DFUV

Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Index Fund Advisors
Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Northwest Wealth Management's DFUV Position: Q3 2026 in Review

Northwest Wealth Management reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 2% in Q3 2026, selling an estimated $156K and leaving 136,355 shares worth $7.5M. The position accounts for 0.96% of the portfolio, ranked #21.

Northwest Wealth Management first reported a position in DFUV in Q2 2022 and has held it in 18 quarters since. The position peaked at $7.65M in Q2 2026. 655 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

  • Northwest Wealth Management held 136,355 shares of Dimensional US Marketwide Value ETF worth $7.5M as of Q3 2026.
  • Northwest Wealth Management sold 2,772 Dimensional US Marketwide Value ETF shares in Q3 2026, an estimated $156K.
  • Dimensional US Marketwide Value ETF made up 0.96% of Northwest Wealth Management's portfolio in Q3 2026, its #21 holding.
  • Northwest Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 18 quarters since.
  • Northwest Wealth Management's Dimensional US Marketwide Value ETF position peaked at $7.65M in Q2 2026.
  • 655 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

Based on Northwest Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.