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

Quantum 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	$2.92M	Hold	53,107	–	–	0.29%	49
2026 Q1	$2.57M	Hold	53,107	–	–	0.29%	50
2025 Q4	$2.47M	Sell	53,107 -4,996	-9%	-$227K	0.28%	52
2025 Q3	$2.6M	Buy	58,103 +419	+0.7%	+$18.2K	0.32%	51
2025 Q2	$2.44M	Sell	57,684 -9,006	-14%	-$362K	0.33%	46
2025 Q1	$2.75M	Hold	66,690	–	–	0.41%	41
2024 Q4	$2.73M	Hold	66,690	–	–	0.42%	41
2024 Q3	$2.78M	Hold	66,690	–	–	0.44%	39
2024 Q2	$2.62M	Hold	66,690	–	–	0.46%	41
2024 Q1	$2.73M	Hold	66,690	–	–	0.5%	39
2023 Q4	$2.48M	Sell	66,690 -681	-1%	-$23.4K	0.61%	24
2023 Q3	$2.29M	Buy	67,371 +8,468	+14%	+$297K	0.67%	21
2023 Q2	$2.03M	Sell	58,903 -697	-1%	-$23.3K	0.6%	22
2023 Q1	$2M	Sell	59,600 -206	-0.3%	-$7.05K	0.63%	21
2022 Q4	$2M	Sell	59,806 -11	-0%	-$366	0.9%	17
2022 Q3	$1.77M	Sell	59,817 -181	-0.3%	-$5.89K	0.79%	18
2022 Q2	$2.03M	Buy	+59,998	New	+$2M	0.76%	15

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

Quantum Financial Advisors's DFUV Position: Q2 2026 in Review

Quantum Financial Advisors held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 53,107 shares worth $2.92M. The position accounts for 0.29% of the portfolio, ranked #49.

Quantum Financial Advisors first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. 147 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Quantum Financial Advisors held 53,107 shares of Dimensional US Marketwide Value ETF worth $2.92M as of Q2 2026.
Quantum Financial Advisors left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
Dimensional US Marketwide Value ETF made up 0.29% of Quantum Financial Advisors's portfolio in Q2 2026, its #49 holding.
Quantum Financial Advisors first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
147 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.