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Ridgewood Investments’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Ridgewood Investments’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 		$432K Buy
7,847
+7
+0.1% +$368 0.16% 153
2026
Q1 		$380K Buy
+7,840
New +$385K 0.16% 157
2025
Q3 		$350K Buy
7,825
+10
+0.1% +$436 0.15% 161
2025
Q2 		$330K Buy
7,815
+6,746
+631% +$271K 0.14% 158
2025
Q1 		$44.1K Hold
1,069
– – 0.02% 333
2024
Q4 		$43.7K Hold
1,069
– – 0.02% 330
2024
Q3 		$44.6K Hold
1,069
– – 0.02% 327
2024
Q2 		$42K Buy
+1,069
New +$42.3K 0.02% 342
2023
Q3 		– Sell
-1,069
Closed -$36.9K – 315
2023
Q2 		$36.9K Hold
1,069
– – 0.02% 372
2023
Q1 		$35.8K Buy
+1,069
New +$36.6K 0.02% 392

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Focus Partners Wealth
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
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return

Ridgewood Investments's DFUV Position: Q2 2026 in Review

Ridgewood Investments increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.09% in Q2 2026, buying an estimated $368 and bringing the position to 7,847 shares worth $432K. The position accounts for 0.16% of the portfolio, ranked #153.

Ridgewood Investments first reported a position in DFUV in Q1 2023 and has held it in 10 quarters since. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Ridgewood Investments held 7,847 shares of Dimensional US Marketwide Value ETF worth $432K as of Q2 2026.
  • Ridgewood Investments bought 7 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $368.
  • Dimensional US Marketwide Value ETF made up 0.16% of Ridgewood Investments's portfolio in Q2 2026, its #153 holding.
  • Ridgewood Investments first reported a position in Dimensional US Marketwide Value ETF in Q1 2023 and has held it in 10 quarters since.
  • 797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Ridgewood Investments's 13F filing for Q2 2026, filed 3 Aug 2026.