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

Robertson Stephens 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	$3.23M	Buy	58,805 +5	+0%	+$263	0.08%	168
2026 Q1	$2.85M	Buy	58,800 +6	+0%	+$294	0.08%	170
2025 Q4	$2.74M	Sell	58,794 -5,088	-8%	-$231K	0.07%	177
2025 Q3	$2.85M	Sell	63,882 -770	-1%	-$33.5K	0.09%	147
2025 Q2	$2.73M	Buy	64,652 +363	+0.6%	+$14.6K	0.09%	156
2025 Q1	$2.65M	Buy	64,289 +4	+0%	+$168	0.09%	166
2024 Q4	$2.63M	Buy	64,285 +6	+0%	+$255	0.09%	169
2024 Q3	$2.68M	Sell	64,279 -361	-0.6%	-$14.6K	0.1%	166
2024 Q2	$2.54M	Sell	64,640 -370	-0.6%	-$14.6K	0.13%	128
2024 Q1	$2.66M	Sell	65,010 -13,734	-17%	-$525K	0.14%	124
2023 Q4	$2.93M	Buy	78,744 +7,518	+11%	+$259K	0.18%	107
2023 Q3	$2.42M	Buy	71,226 +51,505	+261%	+$1.8M	0.16%	129
2023 Q2	$680K	Hold	19,721	–	–	0.05%	237
2023 Q1	$660K	Hold	19,721	–	–	0.05%	257
2022 Q4	$660K	Hold	19,721	–	–	0.06%	223
2022 Q3	$583K	Hold	19,721	–	–	0.06%	204
2022 Q2	$623K	Buy	+19,721	New	+$656K	0.06%	215

Other funds holding DFUV

TWA

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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TCOTS

Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Robertson Stephens Wealth Management's DFUV Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.01% in Q2 2026, buying an estimated $263 and bringing the position to 58,805 shares worth $3.23M. The position accounts for 0.08% of the portfolio, ranked #168.

Robertson Stephens Wealth Management first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. 403 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Robertson Stephens Wealth Management held 58,805 shares of Dimensional US Marketwide Value ETF worth $3.23M as of Q2 2026.
Robertson Stephens Wealth Management bought 5 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $263.
Dimensional US Marketwide Value ETF made up 0.08% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #168 holding.
Robertson Stephens Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
403 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.