Smith Salley Wealth Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Smith Salley Wealth 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	$404K	Hold	7,344	–	–	0.02%	211
2026 Q1	$356K	Hold	7,344	–	–	0.02%	213
2025 Q4	$342K	Hold	7,344	–	–	0.02%	215
2025 Q3	$328K	Hold	7,344	–	–	0.02%	210
2025 Q2	$311K	Buy	+7,344	New	+$295K	0.02%	216

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

Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

Smith Salley Wealth Management's DFUV Position: Q2 2026 in Review

Smith Salley Wealth Management held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 7,344 shares worth $404K. The position accounts for 0.02% of the portfolio, ranked #211.

Smith Salley Wealth Management first reported a position in DFUV in Q2 2025 and has held it in 5 quarters since. 277 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Smith Salley Wealth Management held 7,344 shares of Dimensional US Marketwide Value ETF worth $404K as of Q2 2026.
Smith Salley Wealth Management left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
Dimensional US Marketwide Value ETF made up 0.02% of Smith Salley Wealth Management's portfolio in Q2 2026, its #211 holding.
Smith Salley Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q2 2025 and has held it in 5 quarters since.
277 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

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