SWA
DFUV icon

Sax Wealth Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Sax Wealth 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 		$39.4M Buy
814,035
+2,029
+0.2% +$107K 1.6% 12
2026
Q1 		$37.8M Sell
812,006
-1,376
-0.2% -$67.5K 1.83% 10
2025
Q4 		$37.9M Sell
813,382
-18,674
-2% -$847K 1.78% 10
2025
Q3 		$37.2M Buy
832,056
+4,752
+0.6% +$207K 2% 10
2025
Q2 		$35M Sell
827,304
-25,288
-3% -$1.02M 2.11% 9
2025
Q1 		$35.1M Sell
852,592
-8,655
-1% -$363K 2.51% 9
2024
Q4 		$35.2M Buy
861,247
+24,570
+3% +$1.04M 2.76% 8
2024
Q3 		$34.9M Sell
836,677
-2,538
-0.3% -$103K 3.11% 7
2024
Q2 		$33M Sell
839,215
-7,677
-0.9% -$304K 3.14% 7
2024
Q1 		$34.6M Buy
846,892
+70,106
+9% +$2.68M 4.05% 8
2023
Q4 		$28.9M Buy
776,786
+4,625
+0.6% +$159K 4.72% 4
2023
Q3 		$26.3M Sell
772,161
-1,788
-0.2% -$62.6K 5.18% 4
2023
Q2 		$26.7M Sell
773,949
-462
-0.1% -$15.4K 5.32% 5
2023
Q1 		$25.9M Sell
774,411
-40,997
-5% -$1.4M 5.63% 3
2022
Q4 		$27.3M Sell
815,408
-32,096
-4% -$1.07M 6.3% 3
2022
Q3 		$25.1M Buy
847,504
+16,912
+2% +$550K 6.46% 3
2022
Q2 		$26.2M Buy
+830,592
New +$27.6M 6.67% 3

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

Sax Wealth Advisors's DFUV Position: Q2 2026 in Review

Sax Wealth Advisors increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.25% in Q2 2026, buying an estimated $107K and bringing the position to 814,035 shares worth $39.4M. The position accounts for 1.6% of the portfolio, ranked #12.

Sax Wealth Advisors first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. 185 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Sax Wealth Advisors held 814,035 shares of Dimensional US Marketwide Value ETF worth $39.4M as of Q2 2026.
  • Sax Wealth Advisors bought 2,029 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $107K.
  • Dimensional US Marketwide Value ETF made up 1.6% of Sax Wealth Advisors's portfolio in Q2 2026, its #12 holding.
  • Sax Wealth Advisors first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
  • 185 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.