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 Q3	$346K	Hold	6,283	–	–	0.01%	98
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Trust Company of the South Greensboro, North Carolina $714M AUM 17.67% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return

Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return

Porter White Investment Advisors Birmingham, Alabama $161M AUM 13.97% 1-Year Est. Return

Disciplined Equity Management Neptune Beach, Florida $227M AUM 20.15% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

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

Orgel Wealth Management held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q3 2026 at 6,283 shares worth $346K. The position accounts for 0.01% of the portfolio, ranked #98.

Orgel Wealth Management first reported a position in DFUV in Q4 2022 and has held it in 16 quarters since. The position peaked at $346K in Q2 2026. 221 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

Orgel Wealth Management held 6,283 shares of Dimensional US Marketwide Value ETF worth $346K as of Q3 2026.
Orgel Wealth Management left its Dimensional US Marketwide Value ETF share count unchanged in Q3 2026.
Dimensional US Marketwide Value ETF made up 0.01% of Orgel Wealth Management's portfolio in Q3 2026, its #98 holding.
Orgel Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q4 2022 and has held it in 16 quarters since.
Orgel Wealth Management's Dimensional US Marketwide Value ETF position peaked at $346K in Q2 2026.
221 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

Based on Orgel Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.