SWIM
DFUV icon

Smallwood Wealth Investment Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Smallwood Wealth Investment Management’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 		$24.6K Hold
448
– – 0.01% 254
2026
Q1 		$21.7K Hold
448
– – 0.01% 253
2025
Q4 		$20.9K Hold
448
– – 0.01% 251
2025
Q3 		$20K Hold
448
– – 0.01% 266
2025
Q2 		$18.9K Hold
448
– – 0.01% 257
2025
Q1 		$18.5K Buy
+448
New +$18.8K 0.01% 261

Other funds holding DFUV

TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
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

Smallwood Wealth Investment Management's DFUV Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 448 shares worth $24.6K. The position accounts for 0.01% of the portfolio, ranked #254.

Smallwood Wealth Investment Management first reported a position in DFUV in Q1 2025 and has held it in 6 quarters since. 380 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Smallwood Wealth Investment Management held 448 shares of Dimensional US Marketwide Value ETF worth $24.6K as of Q2 2026.
  • Smallwood Wealth Investment Management left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
  • Dimensional US Marketwide Value ETF made up 0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #254 holding.
  • Smallwood Wealth Investment Management first reported a position in Dimensional US Marketwide Value ETF in Q1 2025 and has held it in 6 quarters since.
  • 380 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.