RFM
DFUV icon

Royal Fund Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Royal Fund 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 		– Sell
-4,703
Closed -$228K – 310
2026
Q1 		$228K Hold
4,703
– – 0.02% 264
2025
Q4 		$219K Buy
+4,703
New +$213K 0.02% 259
2023
Q4 		– Sell
-11,292
Closed -$384K – 304
2023
Q3 		$384K Buy
+11,292
New +$396K 0.05% 214

Other funds holding DFUV

EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
EF
Evanson Financial Mclean, Virginia $2.04B AUM
FG
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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return
KAM
KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return

Royal Fund Management's DFUV Position: Q2 2026 in Review

Royal Fund Management sold out of Dimensional US Marketwide Value ETF (DFUV) in Q2 2026, closing a stake of 4,703 shares — an estimated $228K sold.

Royal Fund Management first reported a position in DFUV in Q3 2023 and held it in 3 quarters. The position peaked at $384K in Q3 2023. 214 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Royal Fund Management reported no remaining Dimensional US Marketwide Value ETF position as of Q2 2026 after selling out during the quarter.
  • Royal Fund Management sold 4,703 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $228K.
  • Royal Fund Management first reported a position in Dimensional US Marketwide Value ETF in Q3 2023 and held it in 3 quarters.
  • Royal Fund Management's Dimensional US Marketwide Value ETF position peaked at $384K in Q3 2023.
  • 214 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Royal Fund Management's 13F filing for Q2 2026, filed 20 Jul 2026.