Physician Wealth Solutions’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Physician Wealth Solutions’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	$457K	Hold	8,307	–	–	0.17%	36
2026 Q1	$403K	Hold	8,307	–	–	0.17%	37
2025 Q4	$387K	Hold	8,307	–	–	0.16%	37
2025 Q3	$371K	Hold	8,307	–	–	0.16%	39
2025 Q2	$351K	Hold	8,307	–	–	0.16%	39
2025 Q1	$342K	Hold	8,307	–	–	0.17%	35
2024 Q4	$340K	Hold	8,307	–	–	0.17%	35
2024 Q3	$347K	Hold	8,307	–	–	0.17%	35
2024 Q2	$326K	Hold	8,307	–	–	0.23%	33
2024 Q1	$340K	Hold	8,307	–	–	0.29%	33
2023 Q4	$309K	Buy	+8,307	New	+$286K	0.31%	33

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

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

KAM

KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return

Physician Wealth Solutions's DFUV Position: Q2 2026 in Review

Physician Wealth Solutions held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 8,307 shares worth $457K. The position accounts for 0.17% of the portfolio, ranked #36.

Physician Wealth Solutions first reported a position in DFUV in Q4 2023 and has held it in 11 quarters since. 147 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Physician Wealth Solutions held 8,307 shares of Dimensional US Marketwide Value ETF worth $457K as of Q2 2026.
Physician Wealth Solutions left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
Dimensional US Marketwide Value ETF made up 0.17% of Physician Wealth Solutions's portfolio in Q2 2026, its #36 holding.
Physician Wealth Solutions first reported a position in Dimensional US Marketwide Value ETF in Q4 2023 and has held it in 11 quarters since.
147 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Physician Wealth Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.