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

Ritholtz 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 		$367K Hold
6,680
– – 0.01% 969
2026
Q1 		$324K Buy
6,680
+26
+0.4% +$1.27K 0.01% 948
2025
Q4 		$310K Buy
6,654
+1,245
+23% +$56.5K 0.01% 883
2025
Q3 		$242K Sell
5,409
-121
-2% -$5.27K ﹤0.01% 920
2025
Q2 		$234K Hold
5,530
– – 0.01% 875
2025
Q1 		$228K Buy
+5,530
New +$232K 0.01% 822

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

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

Ritholtz Wealth Management held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 6,680 shares worth $367K. The position accounts for 0.01% of the portfolio, ranked #969.

Ritholtz Wealth Management first reported a position in DFUV in Q1 2025 and has held it in 6 quarters since. 800 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Ritholtz Wealth Management held 6,680 shares of Dimensional US Marketwide Value ETF worth $367K as of Q2 2026.
  • Ritholtz Wealth Management left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
  • Dimensional US Marketwide Value ETF made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #969 holding.
  • Ritholtz Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q1 2025 and has held it in 6 quarters since.
  • 800 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.