RTD Financial Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

RTD Financial Advisors’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	$12M	Sell	218,646 -2,815	-1%	-$148K	1.31%	26
2026 Q1	$10.7M	Sell	221,461 -7,849	-3%	-$385K	1.32%	26
2025 Q4	$10.7M	Sell	229,310 -1,128	-0.5%	-$51.2K	1.3%	26
2025 Q3	$10.3M	Sell	230,438 -11,097	-5%	-$483K	1.24%	27
2025 Q2	$10.2M	Sell	241,535 -2,313	-0.9%	-$92.9K	1.31%	27
2025 Q1	$10M	Sell	243,848 -30,618	-11%	-$1.29M	1.35%	23
2024 Q4	$11.2M	Sell	274,466 -10,233	-4%	-$434K	1.44%	21
2024 Q3	$11.9M	Sell	284,699 -2,030	-0.7%	-$82K	1.5%	21
2024 Q2	$11.3M	Sell	286,729 -2,703	-0.9%	-$107K	1.51%	20
2024 Q1	$11.8M	Sell	289,432 -6,388	-2%	-$244K	1.59%	18
2023 Q4	$11M	Sell	295,820 -1,291	-0.4%	-$44.4K	1.55%	18
2023 Q3	$10.1M	Sell	297,111 -6,568	-2%	-$230K	1.54%	20
2023 Q2	$10.5M	Sell	303,679 -1,106	-0.4%	-$37K	1.52%	20
2023 Q1	$10.2M	Sell	304,785 -3,030	-1%	-$104K	1.58%	20
2022 Q4	$10.3M	Sell	307,815 -2,283	-0.7%	-$75.9K	1.68%	18
2022 Q3	$9.18M	Sell	310,098 -11,594	-4%	-$377K	1.69%	15
2022 Q2	$10.2M	Buy	+321,692	New	+$10.7M	1.56%	19

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

RTD Financial Advisors's DFUV Position: Q2 2026 in Review

RTD Financial Advisors reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 1.3% in Q2 2026, selling an estimated $148K and leaving 218,646 shares worth $12M. The position accounts for 1.31% of the portfolio, ranked #26.

RTD Financial Advisors 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.

RTD Financial Advisors held 218,646 shares of Dimensional US Marketwide Value ETF worth $12M as of Q2 2026.
RTD Financial Advisors sold 2,815 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $148K.
Dimensional US Marketwide Value ETF made up 1.31% of RTD Financial Advisors's portfolio in Q2 2026, its #26 holding.
RTD Financial Advisors 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 RTD Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.