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NWAM LLC’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

NWAM LLC’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 		$270K Buy
+4,915
New +$258K 0.01% 591

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
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
CA
Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

NWAM LLC's DFUV Position: Q2 2026 in Review

NWAM LLC opened a new position in Dimensional US Marketwide Value ETF (DFUV) in Q2 2026: 4,915 shares worth $270K. The stake represents 0.01% of the portfolio and ranks #591 among its holdings.

248 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • NWAM LLC held 4,915 shares of Dimensional US Marketwide Value ETF worth $270K as of Q2 2026.
  • Dimensional US Marketwide Value ETF was a new NWAM LLC position in Q2 2026.
  • Dimensional US Marketwide Value ETF made up 0.01% of NWAM LLC's portfolio in Q2 2026, its #591 holding.
  • 248 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on NWAM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.