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

Peirce Capital 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	$9.82M	Sell	178,595 -15,959	-8%	-$838K	3.6%	10
2026 Q1	$9.43M	Sell	194,554 -2,214	-1%	-$109K	3.69%	9
2025 Q4	$9.17M	Buy	196,768 +1,133	+0.6%	+$51.4K	3.65%	9
2025 Q3	$8.74M	Buy	195,635 +9,082	+5%	+$396K	3.63%	9
2025 Q2	$7.89M	Buy	186,553 +1,227	+0.7%	+$49.3K	3.5%	10
2025 Q1	$7.64M	Sell	185,326 -3,050	-2%	-$128K	3.78%	10
2024 Q4	$7.71M	Sell	188,376 -8,751	-4%	-$371K	3.95%	10
2024 Q3	$8.22M	Sell	197,127 -133	-0.1%	-$5.38K	4.13%	11
2024 Q2	$7.75M	Buy	197,260 +15,681	+9%	+$620K	4.1%	10
2024 Q1	$7.43M	Buy	181,579 +1,609	+0.9%	+$61.5K	4.08%	10
2023 Q4	$6.7M	Buy	+179,970	New	+$6.19M	4.04%	9

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

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

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 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

Peirce Capital Management's DFUV Position: Q2 2026 in Review

Peirce Capital Management reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 8.2% in Q2 2026, selling an estimated $838K and leaving 178,595 shares worth $9.82M. The position accounts for 3.6% of the portfolio, ranked #10.

Peirce Capital Management first reported a position in DFUV in Q4 2023 and has held it in 11 quarters since. 430 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Peirce Capital Management held 178,595 shares of Dimensional US Marketwide Value ETF worth $9.82M as of Q2 2026.
Peirce Capital Management sold 15,959 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $838K.
Dimensional US Marketwide Value ETF made up 3.6% of Peirce Capital Management's portfolio in Q2 2026, its #10 holding.
Peirce Capital Management first reported a position in Dimensional US Marketwide Value ETF in Q4 2023 and has held it in 11 quarters since.
430 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Peirce Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.