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

Orgel 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 		$346K Hold
6,283
– – 0.01% 96
2026
Q1 		$304K Hold
6,283
– – 0.01% 84
2025
Q4 		$293K Hold
6,283
– – 0.01% 82
2025
Q3 		$281K Hold
6,283
– – 0.01% 77
2025
Q2 		$266K Hold
6,283
– – 0.01% 78
2025
Q1 		$259K Hold
6,283
– – 0.01% 75
2024
Q4 		$257K Hold
6,283
– – 0.01% 77
2024
Q3 		$262K Hold
6,283
– – 0.01% 75
2024
Q2 		$247K Hold
6,283
– – 0.01% 71
2024
Q1 		$257K Hold
6,283
– – 0.01% 73
2023
Q4 		$234K Hold
6,283
– – 0.01% 78
2023
Q3 		$214K Hold
6,283
– – 0.01% 76
2023
Q2 		$217K Hold
6,283
– – 0.01% 71
2023
Q1 		$210K Hold
6,283
– – 0.01% 71
2022
Q4 		$210K Buy
+6,283
New +$209K 0.01% 74

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

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

Orgel Wealth Management held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 6,283 shares worth $346K. The position accounts for 0.01% of the portfolio, ranked #96.

Orgel Wealth Management first reported a position in DFUV in Q4 2022 and has held it in 15 quarters since. 147 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Orgel Wealth Management held 6,283 shares of Dimensional US Marketwide Value ETF worth $346K as of Q2 2026.
  • Orgel Wealth Management left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
  • Dimensional US Marketwide Value ETF made up 0.01% of Orgel Wealth Management's portfolio in Q2 2026, its #96 holding.
  • Orgel Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 147 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

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