SignatureFD
DFUV icon

SignatureFD’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

SignatureFD’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
Q3 		$1.15M Sell
20,866
-2,113
-9% -$119K 0.01% 417
2026
Q2 		$1.26M Buy
22,979
+4
+0% +$210 0.02% 370
2026
Q1 		$1.11M Buy
22,975
+5
+0% +$245 0.02% 365
2025
Q4 		$1.07M Buy
22,970
+2,708
+13% +$123K 0.02% 361
2025
Q3 		$906K Buy
20,262
+1,273
+7% +$55.4K 0.01% 409
2025
Q2 		$803K Sell
18,989
-330
-2% -$13.3K 0.01% 413
2025
Q1 		$796K Sell
19,319
-411
-2% -$17.3K 0.02% 396
2024
Q4 		$807K Buy
19,730
+1,720
+10% +$73K 0.02% 389
2024
Q3 		$751K Sell
18,010
-997
-5% -$40.3K 0.01% 399
2024
Q2 		$746K Hold
19,007
– – 0.02% 383
2024
Q1 		$777K Buy
19,007
+9,659
+103% +$369K 0.02% 374
2023
Q4 		$348K Buy
9,348
+2,708
+41% +$93.2K 0.01% 594
2023
Q3 		$226K Hold
6,640
– – 0.01% 701
2023
Q2 		$229K Hold
6,640
– – 0.01% 702
2023
Q1 		$222K Hold
6,640
– – 0.01% 688
2022
Q4 		$222K Sell
6,640
-3,509
-35% -$117K 0.01% 667
2022
Q3 		$301K Sell
10,149
-1,740
-15% -$56.6K 0.01% 533
2022
Q2 		$376K Buy
+11,889
New +$396K 0.01% 456

Other funds holding DFUV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Trust Company of the South
Trust Company of the South Greensboro, North Carolina $714M AUM 17.67% 1-Year Est. Return
Evanson Financial
Evanson Financial Mclean, Virginia $2.03B AUM
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Schoolcraft Capital
Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
Porter White Investment Advisors
Porter White Investment Advisors Birmingham, Alabama $161M AUM 13.97% 1-Year Est. Return
Disciplined Equity Management
Disciplined Equity Management Neptune Beach, Florida $227M AUM 20.15% 1-Year Est. Return

SignatureFD's DFUV Position: Q3 2026 in Review

SignatureFD reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 9.2% in Q3 2026, selling an estimated $119K and leaving 20,866 shares worth $1.15M. The position accounts for 0.01% of the portfolio, ranked #417.

SignatureFD first reported a position in DFUV in Q2 2022 and has held it in 18 quarters since. The position peaked at $1.26M in Q2 2026. 269 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

  • SignatureFD held 20,866 shares of Dimensional US Marketwide Value ETF worth $1.15M as of Q3 2026.
  • SignatureFD sold 2,113 Dimensional US Marketwide Value ETF shares in Q3 2026, an estimated $119K.
  • Dimensional US Marketwide Value ETF made up 0.01% of SignatureFD's portfolio in Q3 2026, its #417 holding.
  • SignatureFD first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 18 quarters since.
  • SignatureFD's Dimensional US Marketwide Value ETF position peaked at $1.26M in Q2 2026.
  • 269 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

Based on SignatureFD's 13F filing for Q3 2026, filed 23 Oct 2026.