SWA
DFUV icon

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

ShankerValleau 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 		$29.9M Sell
544,043
-31,623
-5% -$1.66M 7.88% 4
2026
Q1 		$27.9M Sell
575,666
-5,188
-0.9% -$254K 7.86% 4
2025
Q4 		$27.1M Sell
580,854
-7,898
-1% -$358K 7.33% 4
2025
Q3 		$26.3M Buy
588,752
+994
+0.2% +$43.3K 6.75% 4
2025
Q2 		$24.9M Buy
587,758
+5,367
+0.9% +$216K 7.09% 4
2025
Q1 		$24M Buy
582,391
+36,171
+7% +$1.52M 7.79% 4
2024
Q4 		$22.4M Sell
546,220
-8,140
-1% -$346K 7.18% 4
2024
Q3 		$23.1M Buy
554,360
+260,155
+88% +$10.5M 7.87% 4
2024
Q2 		$11.6M Buy
294,205
+1,775
+0.6% +$70.2K 4.95% 7
2024
Q1 		$12M Sell
292,430
-8,630
-3% -$330K 5.5% 7
2023
Q4 		$11.2M Buy
301,060
+4,707
+2% +$162K 5.71% 6
2023
Q3 		$10.1M Buy
296,353
+2,616
+0.9% +$91.6K 5.67% 6
2023
Q2 		$10.1M Buy
293,737
+1,155
+0.4% +$38.6K 5.57% 6
2023
Q1 		$9.8M Buy
292,582
+13,862
+5% +$475K 5.69% 6
2022
Q4 		$9.33M Sell
278,720
-13,056
-4% -$434K 5.78% 6
2022
Q3 		$8.64M Sell
291,776
-8,483
-3% -$276K 5.85% 5
2022
Q2 		$9.49M Buy
+300,259
New +$9.99M 6.17% 6

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

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

ShankerValleau Wealth Advisors reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 5.5% in Q2 2026, selling an estimated $1.66M and leaving 544,043 shares worth $29.9M. The position accounts for 7.88% of the portfolio, ranked #4.

ShankerValleau Wealth Advisors first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. 147 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • ShankerValleau Wealth Advisors held 544,043 shares of Dimensional US Marketwide Value ETF worth $29.9M as of Q2 2026.
  • ShankerValleau Wealth Advisors sold 31,623 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $1.66M.
  • Dimensional US Marketwide Value ETF made up 7.88% of ShankerValleau Wealth Advisors's portfolio in Q2 2026, its #4 holding.
  • ShankerValleau Wealth Advisors first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
  • 147 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

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