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DFUV icon

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
Q3 		$432K Buy
7,855
+8
+0.1% +$450 0.16% 159
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

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Ridgewood Investments's DFUV Position: Q3 2026 in Review

Ridgewood Investments increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.1% in Q3 2026, buying an estimated $450 and bringing the position to 7,855 shares worth $432K. The position accounts for 0.16% of the portfolio, ranked #159.

Ridgewood Investments first reported a position in DFUV in Q1 2023 and has held it in 11 quarters since. 35 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

  • Ridgewood Investments held 7,855 shares of Dimensional US Marketwide Value ETF worth $432K as of Q3 2026.
  • Ridgewood Investments bought 8 Dimensional US Marketwide Value ETF shares in Q3 2026, an estimated $450.
  • Dimensional US Marketwide Value ETF made up 0.16% of Ridgewood Investments's portfolio in Q3 2026, its #159 holding.
  • Ridgewood Investments first reported a position in Dimensional US Marketwide Value ETF in Q1 2023 and has held it in 11 quarters since.
  • 35 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

Based on Ridgewood Investments's 13F filing for Q3 2026, filed 5 Oct 2026.