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Retirement Wealth Solutions’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Retirement Wealth Solutions’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 		$73.9K Hold
1,343
– – 0.04% 89
2026
Q1 		$65.1K Hold
1,343
– – 0.04% 85
2025
Q4 		$62.6K Hold
1,343
– – 0.04% 86
2025
Q3 		$60K Buy
+1,343
New +$58.5K 0.04% 84

Other funds holding DFUV

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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CA
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

Retirement Wealth Solutions's DFUV Position: Q2 2026 in Review

Retirement Wealth Solutions held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 1,343 shares worth $73.9K. The position accounts for 0.04% of the portfolio, ranked #89.

Retirement Wealth Solutions first reported a position in DFUV in Q3 2025 and has held it in 4 quarters since. 147 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Retirement Wealth Solutions held 1,343 shares of Dimensional US Marketwide Value ETF worth $73.9K as of Q2 2026.
  • Retirement Wealth Solutions left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
  • Dimensional US Marketwide Value ETF made up 0.04% of Retirement Wealth Solutions's portfolio in Q2 2026, its #89 holding.
  • Retirement Wealth Solutions first reported a position in Dimensional US Marketwide Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 147 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.