Rowlandmiller & Partners’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Rowlandmiller & Partners’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	$305K	Hold	5,537	–	–	0.06%	134
2026 Q1	$268K	Hold	5,537	–	–	0.05%	138
2025 Q4	$258K	Hold	5,537	–	–	0.05%	141
2025 Q3	$247K	Hold	5,537	–	–	0.05%	139
2025 Q2	$234K	Hold	5,537	–	–	0.05%	138
2025 Q1	$228K	Hold	5,537	–	–	0.05%	138
2024 Q4	$227K	Hold	5,537	–	–	0.05%	138
2024 Q3	$231K	Hold	5,537	–	–	0.05%	136
2024 Q2	$217K	Hold	5,537	–	–	0.05%	134
2024 Q1	$226K	Hold	5,537	–	–	0.05%	136
2023 Q4	$206K	Hold	5,537	–	–	0.05%	139
2023 Q3	$188K	Hold	5,537	–	–	0.05%	139
2023 Q2	$191K	Hold	5,537	–	–	0.05%	141
2023 Q1	$185K	Hold	5,537	–	–	0.05%	141
2022 Q4	$185K	Hold	5,537	–	–	0.05%	143
2022 Q3	$164K	Hold	5,537	–	–	0.04%	144
2022 Q2	$175K	Buy	+5,537	New	+$184K	0.04%	145

Other funds holding DFUV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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 Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Rowlandmiller & Partners's DFUV Position: Q2 2026 in Review

Rowlandmiller & Partners held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 5,537 shares worth $305K. The position accounts for 0.06% of the portfolio, ranked #134.

Rowlandmiller & Partners first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. 802 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Rowlandmiller & Partners held 5,537 shares of Dimensional US Marketwide Value ETF worth $305K as of Q2 2026.
Rowlandmiller & Partners left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
Dimensional US Marketwide Value ETF made up 0.06% of Rowlandmiller & Partners's portfolio in Q2 2026, its #134 holding.
Rowlandmiller & Partners first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
802 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Rowlandmiller & Partners's 13F filing for Q2 2026, filed 23 Jul 2026.