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

RKL 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 Q3	$346K	Hold	6,288	–	–	0.03%	160
2026 Q2	$346K	Hold	6,288	–	–	0.03%	159
2026 Q1	$305K	Hold	6,288	–	–	0.03%	156
2025 Q4	$293K	Hold	6,288	–	–	0.02%	163
2025 Q3	$281K	Hold	6,288	–	–	0.02%	162
2025 Q2	$266K	Hold	6,288	–	–	0.02%	162
2025 Q1	$259K	Hold	6,288	–	–	0.02%	161
2024 Q4	$257K	Hold	6,288	–	–	0.02%	156
2024 Q3	$262K	Hold	6,288	–	–	0.02%	140
2024 Q2	$247K	Hold	6,288	–	–	0.02%	133
2024 Q1	$257K	Hold	6,288	–	–	0.03%	129
2023 Q4	$234K	Hold	6,288	–	–	0.03%	138
2023 Q3	$214K	Hold	6,288	–	–	0.03%	122
2023 Q2	$217K	Hold	6,288	–	–	0.03%	125
2023 Q1	$211K	Hold	6,288	–	–	0.03%	128
2022 Q4	$211K	Buy	+6,288	New	+$209K	0.03%	128

Other funds holding DFUV

Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Trust Company of the South Greensboro, North Carolina $714M AUM 17.67% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.03B AUM

RKL Wealth Management's DFUV Position: Q3 2026 in Review

RKL Wealth Management held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q3 2026 at 6,288 shares worth $346K. The position accounts for 0.03% of the portfolio, ranked #160.

RKL Wealth Management first reported a position in DFUV in Q4 2022 and has held it in 16 quarters since. The position peaked at $346K in Q2 2026. 465 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

RKL Wealth Management held 6,288 shares of Dimensional US Marketwide Value ETF worth $346K as of Q3 2026.
RKL Wealth Management left its Dimensional US Marketwide Value ETF share count unchanged in Q3 2026.
Dimensional US Marketwide Value ETF made up 0.03% of RKL Wealth Management's portfolio in Q3 2026, its #160 holding.
RKL Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q4 2022 and has held it in 16 quarters since.
RKL Wealth Management's Dimensional US Marketwide Value ETF position peaked at $346K in Q2 2026.
465 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

Based on RKL Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.