Perigon Wealth Management
DFUV icon

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

Perigon 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 		$905K Buy
16,454
+925
+6% +$52K 0.01% 641
2026
Q2 		$854K Buy
15,529
+4
+0% +$210 0.01% 651
2026
Q1 		$752K Hold
15,525
– – 0.01% 626
2025
Q4 		$723K Buy
15,525
+534
+4% +$24.2K 0.01% 648
2025
Q3 		$670K Buy
14,991
+1,384
+10% +$60.3K 0.01% 641
2025
Q2 		$575K Buy
13,607
+430
+3% +$17.3K 0.01% 633
2025
Q1 		$543K Sell
13,177
-21,103
-62% -$886K 0.01% 619
2024
Q4 		$1.45M Buy
34,280
+90
+0.3% +$3.82K 0.04% 358
2024
Q3 		$1.43M Sell
34,190
-39
-0.1% -$1.58K 0.04% 349
2024
Q2 		$1.34M Buy
34,229
+6,418
+23% +$254K 0.04% 311
2024
Q1 		$1.14M Hold
27,811
– – 0.03% 348
2023
Q4 		$1.04M Buy
27,811
+4,435
+19% +$153K 0.03% 331
2023
Q3 		$795K Sell
23,376
-6,206
-21% -$217K 0.03% 349
2023
Q2 		$1.02M Buy
+29,582
New +$988K 0.04% 318

Other funds holding DFUV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Trust Company of the South
Trust Company of the South Greensboro, North Carolina $714M AUM 17.67% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Schoolcraft Capital
Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
Porter White Investment Advisors
Porter White Investment Advisors Birmingham, Alabama $161M AUM 13.97% 1-Year Est. Return
Disciplined Equity Management
Disciplined Equity Management Neptune Beach, Florida $227M AUM 20.15% 1-Year Est. Return
Elser Financial Planning
Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

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

Perigon Wealth Management increased its Dimensional US Marketwide Value ETF (DFUV) stake by 6% in Q3 2026, buying an estimated $52K and bringing the position to 16,454 shares worth $905K. The position accounts for 0.01% of the portfolio, ranked #641.

Perigon Wealth Management first reported a position in DFUV in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.45M in Q4 2024. 257 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

  • Perigon Wealth Management held 16,454 shares of Dimensional US Marketwide Value ETF worth $905K as of Q3 2026.
  • Perigon Wealth Management bought 925 Dimensional US Marketwide Value ETF shares in Q3 2026, an estimated $52K.
  • Dimensional US Marketwide Value ETF made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #641 holding.
  • Perigon Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q2 2023 and has held it in 14 quarters since.
  • Perigon Wealth Management's Dimensional US Marketwide Value ETF position peaked at $1.45M in Q4 2024.
  • 257 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.