Rialto Wealth Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Rialto Wealth Management’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	$2.22M	Buy	40,430 +4	+0%	+$210	0.44%	52
2026 Q1	$1.96M	Buy	40,426 +4	+0%	+$196	0.44%	51
2025 Q4	$1.88M	Buy	40,422 +4	+0%	+$181	0.45%	47
2025 Q3	$1.81M	Sell	40,418 -75	-0.2%	-$3.27K	0.47%	46
2025 Q2	$1.71M	Buy	40,493 +6	+0%	+$241	0.48%	52
2025 Q1	$1.67M	Sell	40,487 -796	-2%	-$33.4K	0.52%	47
2024 Q4	$1.69M	Buy	+41,283	New	+$1.75M	0.56%	47

Other funds holding DFUV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Rialto Wealth Management's DFUV Position: Q2 2026 in Review

Rialto Wealth Management increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.01% in Q2 2026, buying an estimated $210 and bringing the position to 40,430 shares worth $2.22M. The position accounts for 0.44% of the portfolio, ranked #52.

Rialto Wealth Management first reported a position in DFUV in Q4 2024 and has held it in 7 quarters since. 799 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Rialto Wealth Management held 40,430 shares of Dimensional US Marketwide Value ETF worth $2.22M as of Q2 2026.
Rialto Wealth Management bought 4 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $210.
Dimensional US Marketwide Value ETF made up 0.44% of Rialto Wealth Management's portfolio in Q2 2026, its #52 holding.
Rialto Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q4 2024 and has held it in 7 quarters since.
799 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.