Professional Financial Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Professional Financial 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	$1.03M	Hold	18,671	–	–	0.18%	75
2026 Q1	$905K	Buy	18,671 +68	+0.4%	+$3.34K	0.18%	78
2025 Q4	$867K	Buy	18,603 +65	+0.4%	+$2.95K	0.18%	71
2025 Q3	$828K	Buy	18,538 +82	+0.4%	+$3.57K	0.17%	72
2025 Q2	$780K	Buy	18,456 +86	+0.5%	+$3.45K	0.18%	69
2025 Q1	$757K	Buy	18,370 +73	+0.4%	+$3.06K	0.19%	69
2024 Q4	$749K	Buy	+18,297	New	+$777K	0.19%	70

Other funds holding DFUV

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

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