NWM
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
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

TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
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
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Northwest Wealth Management's DFUV Position: Q2 2026 in Review

Northwest Wealth Management increased its Dimensional US Marketwide Value ETF (DFUV) stake by 2.4% in Q2 2026, buying an estimated $171K and bringing the position to 139,127 shares worth $7.65M. The position accounts for 1.01% of the portfolio, ranked #21.

Northwest Wealth Management first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. 359 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Northwest Wealth Management held 139,127 shares of Dimensional US Marketwide Value ETF worth $7.65M as of Q2 2026.
  • Northwest Wealth Management bought 3,262 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $171K.
  • Dimensional US Marketwide Value ETF made up 1.01% of Northwest Wealth Management's portfolio in Q2 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 17 quarters since.
  • 359 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

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