Optima Capital’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Optima Capital’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	$435K	Hold	7,912	–	–	0.17%	104
2026 Q1	$383K	Hold	7,912	–	–	0.18%	106
2025 Q4	$369K	Hold	7,912	–	–	0.16%	107
2025 Q3	$354K	Hold	7,912	–	–	0.17%	109
2025 Q2	$335K	Hold	7,912	–	–	0.18%	117
2025 Q1	$326K	Hold	7,912	–	–	0.21%	100
2024 Q4	$324K	Buy	+7,912	New	+$336K	0.22%	114

Other funds holding DFUV

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

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

Evanson Financial Mclean, Virginia $2.04B AUM

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

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

Optima Capital's DFUV Position: Q2 2026 in Review

Optima Capital held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 7,912 shares worth $435K. The position accounts for 0.17% of the portfolio, ranked #104.

Optima Capital first reported a position in DFUV in Q4 2024 and has held it in 7 quarters since. 277 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Optima Capital held 7,912 shares of Dimensional US Marketwide Value ETF worth $435K as of Q2 2026.
Optima Capital left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
Dimensional US Marketwide Value ETF made up 0.17% of Optima Capital's portfolio in Q2 2026, its #104 holding.
Optima Capital first reported a position in Dimensional US Marketwide Value ETF in Q4 2024 and has held it in 7 quarters since.
277 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Optima Capital's 13F filing for Q2 2026, filed 24 Jul 2026.