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Prudent Man Investment Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Prudent Man Investment 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 		$22M Sell
471,441
-8,178
-2% -$429K 7.49% 4
2026
Q1 		$22.3M Sell
479,619
-429
-0.1% -$21K 7.52% 4
2025
Q4 		$22.4M Buy
480,048
+28,830
+6% +$1.31M 7.52% 4
2025
Q3 		$18.5M Hold
451,218
– – 10.25% 3
2025
Q2 		$18.5M Sell
451,218
-800
-0.2% -$32.1K 10.25% 3
2025
Q1 		$18.5M Sell
452,018
-606
-0.1% -$25.4K 10.25% 3
2024
Q4 		$18.5M Buy
+452,624
New +$19.2M 10.25% 3

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
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
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
EF
Evanson Financial Mclean, Virginia $2.04B AUM
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Prudent Man Investment Management's DFUV Position: Q2 2026 in Review

Prudent Man Investment Management reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 1.7% in Q2 2026, selling an estimated $429K and leaving 471,441 shares worth $22M. The position accounts for 7.49% of the portfolio, ranked #4.

Prudent Man Investment Management first reported a position in DFUV in Q4 2024 and has held it in 7 quarters since. The position peaked at $22.4M in Q4 2025. 437 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Prudent Man Investment Management held 471,441 shares of Dimensional US Marketwide Value ETF worth $22M as of Q2 2026.
  • Prudent Man Investment Management sold 8,178 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $429K.
  • Dimensional US Marketwide Value ETF made up 7.49% of Prudent Man Investment Management's portfolio in Q2 2026, its #4 holding.
  • Prudent Man Investment Management first reported a position in Dimensional US Marketwide Value ETF in Q4 2024 and has held it in 7 quarters since.
  • Prudent Man Investment Management's Dimensional US Marketwide Value ETF position peaked at $22.4M in Q4 2025.
  • 437 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Prudent Man Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.