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RAM Investment Partners’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

RAM Investment Partners’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 		$1.64M Buy
29,874
+2,160
+8% +$113K 0.26% 35
2026
Q1 		$1.34M Sell
27,714
-1,300
-4% -$63.8K 0.24% 37
2025
Q4 		$1.35M Sell
29,014
-1,550
-5% -$70.3K 0.24% 34
2025
Q3 		$1.37M Sell
30,564
-1,270
-4% -$55.3K 0.26% 32
2025
Q2 		$1.35M Hold
31,834
– – 0.28% 29
2025
Q1 		$1.31M Sell
31,834
-650
-2% -$27.3K 0.32% 26
2024
Q4 		$1.33M Sell
32,484
-1,523
-4% -$64.6K 0.33% 27
2024
Q3 		$1.42M Hold
34,007
– – 0.37% 22
2024
Q2 		$1.34M Sell
34,007
-300
-0.9% -$11.9K 0.39% 23
2024
Q1 		$1.4M Sell
34,307
-2,009
-6% -$76.7K 0.44% 20
2023
Q4 		$1.35M Sell
36,316
-6,255
-15% -$215K 0.47% 19
2023
Q3 		$1.45M Sell
42,571
-330
-0.8% -$11.6K 0.61% 17
2023
Q2 		$1.48M Sell
42,901
-1,683
-4% -$56.2K 0.62% 16
2023
Q1 		$1.49M Sell
44,584
-50
-0.1% -$1.71K 0.8% 15
2022
Q4 		$1.49M Buy
+44,634
New +$1.48M 0.92% 15

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
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
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

RAM Investment Partners's DFUV Position: Q2 2026 in Review

RAM Investment Partners increased its Dimensional US Marketwide Value ETF (DFUV) stake by 7.8% in Q2 2026, buying an estimated $113K and bringing the position to 29,874 shares worth $1.64M. The position accounts for 0.26% of the portfolio, ranked #35.

RAM Investment Partners first reported a position in DFUV in Q4 2022 and has held it in 15 quarters since. 407 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • RAM Investment Partners held 29,874 shares of Dimensional US Marketwide Value ETF worth $1.64M as of Q2 2026.
  • RAM Investment Partners bought 2,160 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $113K.
  • Dimensional US Marketwide Value ETF made up 0.26% of RAM Investment Partners's portfolio in Q2 2026, its #35 holding.
  • RAM Investment Partners first reported a position in Dimensional US Marketwide Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 407 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on RAM Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.