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

Rockwood 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	$441K	Hold	8,015	–	–	0.03%	88
2026 Q1	$388K	Hold	8,015	–	–	0.03%	82
2025 Q4	$373K	Sell	8,015 -64	-0.8%	-$2.9K	0.03%	81
2025 Q3	$361K	Hold	8,079	–	–	0.03%	77
2025 Q2	$342K	Sell	8,079 -2,148	-21%	-$86.3K	0.03%	77
2025 Q1	$421K	Buy	10,227 +2,236	+28%	+$93.9K	0.04%	60
2024 Q4	$326K	Buy	7,991 +95	+1%	+$4.03K	0.04%	66
2024 Q3	$329K	Sell	7,896 -103	-1%	-$4.16K	0.04%	64
2024 Q2	$314K	Buy	7,999 +1,244	+18%	+$49.2K	0.04%	63
2024 Q1	$276K	Buy	+6,755	New	+$258K	0.04%	70

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

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

Rockwood Wealth Management held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 8,015 shares worth $441K. The position accounts for 0.03% of the portfolio, ranked #88.

Rockwood Wealth Management first reported a position in DFUV in Q1 2024 and has held it in 10 quarters since. 403 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Rockwood Wealth Management held 8,015 shares of Dimensional US Marketwide Value ETF worth $441K as of Q2 2026.
Rockwood Wealth Management left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
Dimensional US Marketwide Value ETF made up 0.03% of Rockwood Wealth Management's portfolio in Q2 2026, its #88 holding.
Rockwood Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q1 2024 and has held it in 10 quarters since.
403 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

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