Roundview Capital’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Roundview Capital’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	$419K	Hold	7,626	–	–	0.02%	278
2026 Q2	$420K	Hold	7,626	–	–	0.02%	279
2026 Q1	$370K	Hold	7,626	–	–	0.02%	283
2025 Q4	$355K	Hold	7,626	–	–	0.02%	281
2025 Q3	$341K	Hold	7,626	–	–	0.02%	289
2025 Q2	$322K	Buy	+7,626	New	+$306K	0.02%	284

Other funds holding DFUV

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

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

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 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

Roundview Capital's DFUV Position: Q3 2026 in Review

Roundview Capital held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q3 2026 at 7,626 shares worth $419K. The position accounts for 0.02% of the portfolio, ranked #278.

Roundview Capital first reported a position in DFUV in Q2 2025 and has held it in 6 quarters since. The position peaked at $420K in Q2 2026. 655 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

Roundview Capital held 7,626 shares of Dimensional US Marketwide Value ETF worth $419K as of Q3 2026.
Roundview Capital left its Dimensional US Marketwide Value ETF share count unchanged in Q3 2026.
Dimensional US Marketwide Value ETF made up 0.02% of Roundview Capital's portfolio in Q3 2026, its #278 holding.
Roundview Capital first reported a position in Dimensional US Marketwide Value ETF in Q2 2025 and has held it in 6 quarters since.
Roundview Capital's Dimensional US Marketwide Value ETF position peaked at $420K in Q2 2026.
655 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

Based on Roundview Capital's 13F filing for Q3 2026, filed 10 Nov 2026.