Smartleaf Asset Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Smartleaf Asset 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 Q3	$43.6M	Sell	788,078 -59,142	-7%	-$3.32M	1.25%	13
2026 Q2	$46.7M	Hold	847,220	–	–	1.52%	11
2026 Q1	$40.3M	Buy	847,220 +20,291	+2%	+$995K	1.45%	12
2025 Q4	$38.8M	Buy	826,929 +786,297	+1,935%	+$35.7M	1.47%	10
2025 Q3	$1.81M	Buy	40,632 +839	+2%	+$36.5K	0.11%	202
2025 Q2	$1.68M	Buy	39,793 +12,856	+48%	+$516K	0.15%	156
2025 Q1	$1.1M	Hold	26,937	–	–	0.11%	212
2024 Q4	$1.1M	Hold	26,937	–	–	0.11%	194
2024 Q3	$1.12M	Hold	26,937	–	–	0.14%	175
2024 Q2	$1.05M	Buy	26,937 +4,536	+20%	+$179K	0.17%	139
2024 Q1	$912K	Buy	22,401 +1,411	+7%	+$53.9K	0.18%	137
2023 Q4	$785K	Buy	+20,990	New	+$723K	0.21%	107

Other funds holding DFUV

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Smartleaf Asset Management's DFUV Position: Q3 2026 in Review

Smartleaf Asset Management reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 7% in Q3 2026, selling an estimated $3.32M and leaving 788,078 shares worth $43.6M. The position accounts for 1.25% of the portfolio, ranked #13.

Smartleaf Asset Management first reported a position in DFUV in Q4 2023 and has held it in 12 quarters since. The position peaked at $46.7M in Q2 2026. 578 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

Smartleaf Asset Management held 788,078 shares of Dimensional US Marketwide Value ETF worth $43.6M as of Q3 2026.
Smartleaf Asset Management sold 59,142 Dimensional US Marketwide Value ETF shares in Q3 2026, an estimated $3.32M.
Dimensional US Marketwide Value ETF made up 1.25% of Smartleaf Asset Management's portfolio in Q3 2026, its #13 holding.
Smartleaf Asset Management first reported a position in Dimensional US Marketwide Value ETF in Q4 2023 and has held it in 12 quarters since.
Smartleaf Asset Management's Dimensional US Marketwide Value ETF position peaked at $46.7M in Q2 2026.
578 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

Based on Smartleaf Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.