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Samalin Investment Counsel’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Samalin Investment Counsel’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 		$2.32M Sell
42,158
-180
-0.4% -$9.45K 0.72% 37
2026
Q1 		$2.05M Buy
42,338
+2,384
+6% +$117K 0.73% 32
2025
Q4 		$1.86M Buy
39,954
+2,350
+6% +$107K 0.66% 31
2025
Q3 		$1.68M Buy
37,604
+1,009
+3% +$43.9K 0.58% 35
2025
Q2 		$1.55M Buy
36,595
+2,169
+6% +$87.1K 0.59% 37
2025
Q1 		$1.42M Buy
34,426
+6,152
+22% +$258K 0.58% 37
2024
Q4 		$1.16M Buy
28,274
+4,844
+21% +$206K 0.5% 46
2024
Q3 		$977K Buy
23,430
+183
+0.8% +$7.4K 0.43% 58
2024
Q2 		$913K Sell
23,247
-86
-0.4% -$3.4K 0.43% 58
2024
Q1 		$954K Buy
23,333
+1,148
+5% +$43.9K 0.45% 62
2023
Q4 		$826K Buy
22,185
+1,067
+5% +$36.7K 0.42% 67
2023
Q3 		$718K Buy
21,118
+2,727
+15% +$95.5K 0.41% 73
2023
Q2 		$635K Buy
18,391
+999
+6% +$33.4K 0.34% 78
2023
Q1 		$582K Buy
17,392
+1,877
+12% +$64.3K 0.35% 82
2022
Q4 		$519K Buy
15,515
+7,825
+102% +$260K 0.33% 93
2022
Q3 		$228K Buy
+7,690
New +$250K 0.17% 179

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
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
PWP
Parkwoods Wealth Partners Syracuse, New York $622M AUM 24.36% 1-Year Est. Return

Samalin Investment Counsel's DFUV Position: Q2 2026 in Review

Samalin Investment Counsel reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 0.43% in Q2 2026, selling an estimated $9.45K and leaving 42,158 shares worth $2.32M. The position accounts for 0.72% of the portfolio, ranked #37.

Samalin Investment Counsel first reported a position in DFUV in Q3 2022 and has held it in 16 quarters since. 354 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Samalin Investment Counsel held 42,158 shares of Dimensional US Marketwide Value ETF worth $2.32M as of Q2 2026.
  • Samalin Investment Counsel sold 180 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $9.45K.
  • Dimensional US Marketwide Value ETF made up 0.72% of Samalin Investment Counsel's portfolio in Q2 2026, its #37 holding.
  • Samalin Investment Counsel first reported a position in Dimensional US Marketwide Value ETF in Q3 2022 and has held it in 16 quarters since.
  • 354 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.