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Purkiss Capital Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Purkiss Capital 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 		$334K Buy
6,065
+9
+0.1% +$473 0.13% 132
2026
Q1 		$293K Buy
6,056
+10
+0.2% +$491 0.13% 129
2025
Q4 		$282K Buy
6,046
+10
+0.2% +$454 0.13% 133
2025
Q3 		$270K Buy
+6,036
New +$263K 0.13% 130

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
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
FG
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
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Purkiss Capital Advisors's DFUV Position: Q2 2026 in Review

Purkiss Capital Advisors increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.15% in Q2 2026, buying an estimated $473 and bringing the position to 6,065 shares worth $334K. The position accounts for 0.13% of the portfolio, ranked #132.

Purkiss Capital Advisors first reported a position in DFUV in Q3 2025 and has held it in 4 quarters since. 380 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Purkiss Capital Advisors held 6,065 shares of Dimensional US Marketwide Value ETF worth $334K as of Q2 2026.
  • Purkiss Capital Advisors bought 9 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $473.
  • Dimensional US Marketwide Value ETF made up 0.13% of Purkiss Capital Advisors's portfolio in Q2 2026, its #132 holding.
  • Purkiss Capital Advisors first reported a position in Dimensional US Marketwide Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 380 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Purkiss Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.