Retirement Wealth Solutions
DFUV icon

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
Q3 		$73.9K Hold
1,343
– – 0.04% 97
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

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Retirement Wealth Solutions's DFUV Position: Q3 2026 in Review

Retirement Wealth Solutions held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q3 2026 at 1,343 shares worth $73.9K. The position accounts for 0.04% of the portfolio, ranked #97.

Retirement Wealth Solutions first reported a position in DFUV in Q3 2025 and has held it in 5 quarters since. The position peaked at $73.9K in Q2 2026. 309 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

  • Retirement Wealth Solutions held 1,343 shares of Dimensional US Marketwide Value ETF worth $73.9K as of Q3 2026.
  • Retirement Wealth Solutions left its Dimensional US Marketwide Value ETF share count unchanged in Q3 2026.
  • Dimensional US Marketwide Value ETF made up 0.04% of Retirement Wealth Solutions's portfolio in Q3 2026, its #97 holding.
  • Retirement Wealth Solutions first reported a position in Dimensional US Marketwide Value ETF in Q3 2025 and has held it in 5 quarters since.
  • Retirement Wealth Solutions's Dimensional US Marketwide Value ETF position peaked at $73.9K in Q2 2026.
  • 309 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.