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Porter White Investment Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Porter White Investment Advisors’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 		$48.8M Sell
886,806
-91,137
-9% -$4.79M 18.78% 2
2026
Q1 		$47.4M Buy
977,943
+4,367
+0.4% +$214K 18.98% 2
2025
Q4 		$45.4M Buy
973,576
+8,696
+0.9% +$394K 18.6% 2
2025
Q3 		$43.1M Buy
964,880
+10,711
+1% +$466K 18.51% 2
2025
Q2 		$40.3M Sell
954,169
-4,136
-0.4% -$166K 18.79% 2
2025
Q1 		$39.5M Sell
958,305
-7,578
-0.8% -$318K 19.52% 2
2024
Q4 		$39.5M Sell
965,883
-1,906
-0.2% -$80.9K 20.05% 2
2024
Q3 		$40.3M Buy
967,789
+6,262
+0.7% +$253K 20.22% 2
2024
Q2 		$37.8M Buy
961,527
+53
+0% +$2.1K 20.24% 2
2024
Q1 		$39.3M Buy
961,474
+25,894
+3% +$989K 20.9% 2
2023
Q4 		$34.8M Sell
935,580
-7,800
-0.8% -$268K 21.69% 2
2023
Q3 		$32.1M Buy
943,380
+23,216
+3% +$813K 24.51% 2
2023
Q2 		$31.7M Buy
920,164
+9,918
+1% +$331K 25.12% 2
2023
Q1 		$30.5M Sell
910,246
-12,246
-1% -$419K 26.14% 2
2022
Q4 		$30.9M Buy
+922,492
New +$30.7M 27.35% 2

Other funds holding DFUV

FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
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
PL
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
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 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

Porter White Investment Advisors's DFUV Position: Q2 2026 in Review

Porter White Investment Advisors reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 9.3% in Q2 2026, selling an estimated $4.79M and leaving 886,806 shares worth $48.8M. The position accounts for 18.78% of the portfolio, ranked #2.

Porter White Investment Advisors first reported a position in DFUV in Q4 2022 and has held it in 15 quarters since. 516 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Porter White Investment Advisors held 886,806 shares of Dimensional US Marketwide Value ETF worth $48.8M as of Q2 2026.
  • Porter White Investment Advisors sold 91,137 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $4.79M.
  • Dimensional US Marketwide Value ETF made up 18.78% of Porter White Investment Advisors's portfolio in Q2 2026, its #2 holding.
  • Porter White Investment Advisors first reported a position in Dimensional US Marketwide Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 516 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Porter White Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.