SJS Investment Consulting’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

SJS Investment Consulting’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	$1.44M	Hold	26,169	–	–	0.16%	39
2026 Q1	$1.27M	Hold	26,169	–	–	0.15%	38
2025 Q4	$1.22M	Hold	26,169	–	–	0.15%	39
2025 Q3	$1.17M	Sell	26,169 -8,290	-24%	-$361K	0.16%	42
2025 Q2	$1.46M	Sell	34,459 -60	-0.2%	-$2.41K	0.23%	36
2025 Q1	$1.42M	Hold	34,519	–	–	0.24%	34
2024 Q4	$1.41M	Hold	34,519	–	–	0.24%	33
2024 Q3	$1.44M	Sell	34,519 -25	-0.1%	-$1.01K	0.25%	32
2024 Q2	$1.36M	Sell	34,544 -2,922	-8%	-$116K	0.26%	31
2024 Q1	$1.53M	Hold	37,466	–	–	0.31%	29
2023 Q4	$1.39M	Sell	37,466 -1,450	-4%	-$49.9K	0.32%	27
2023 Q3	$1.32M	Sell	38,916 -123	-0.3%	-$4.31K	0.33%	26
2023 Q2	$1.35M	Sell	39,039 -25	-0.1%	-$835	0.34%	24
2023 Q1	$1.31M	Sell	39,064 -1,032	-3%	-$35.3K	0.36%	24
2022 Q4	$1.34M	Buy	40,096 +1,183	+3%	+$39.3K	0.4%	21
2022 Q3	$1.15M	Buy	+38,913	New	+$1.27M	0.39%	21

Other funds holding DFUV

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

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

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

SJS Investment Consulting's DFUV Position: Q2 2026 in Review

SJS Investment Consulting held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 26,169 shares worth $1.44M. The position accounts for 0.16% of the portfolio, ranked #39.

SJS Investment Consulting first reported a position in DFUV in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.53M in Q1 2024. 337 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

SJS Investment Consulting held 26,169 shares of Dimensional US Marketwide Value ETF worth $1.44M as of Q2 2026.
SJS Investment Consulting left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
Dimensional US Marketwide Value ETF made up 0.16% of SJS Investment Consulting's portfolio in Q2 2026, its #39 holding.
SJS Investment Consulting first reported a position in Dimensional US Marketwide Value ETF in Q3 2022 and has held it in 16 quarters since.
SJS Investment Consulting's Dimensional US Marketwide Value ETF position peaked at $1.53M in Q1 2024.
337 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.