Sprinkle Financial Consultants’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Sprinkle Financial Consultants’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	$8.64M	Sell	156,974 -27	-0%	-$1.42K	3.39%	8
2026 Q1	$7.61M	Sell	157,001 -9,537	-6%	-$468K	3.51%	8
2025 Q4	$7.76M	Sell	166,538 -3,245	-2%	-$147K	3.94%	6
2025 Q3	$7.59M	Buy	169,783 +161	+0.1%	+$7.01K	4.24%	6
2025 Q2	$7.17M	Sell	169,622 -58,383	-26%	-$2.34M	4.38%	6
2025 Q1	$9.4M	Sell	228,005 -9,136	-4%	-$384K	5.96%	4
2024 Q4	$9.7M	Sell	237,141 -683	-0.3%	-$29K	6.61%	3
2024 Q3	$9.91M	Buy	237,824 +1,003	+0.4%	+$40.5K	7.09%	3
2024 Q2	$9.3M	Sell	236,821 -2,688	-1%	-$106K	7.33%	3
2024 Q1	$9.8M	Buy	239,509 +547	+0.2%	+$20.9K	8.36%	2
2023 Q4	$8.89M	Buy	+238,962	New	+$8.23M	9.05%	3

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

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

KAM

KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return

Sprinkle Financial Consultants's DFUV Position: Q2 2026 in Review

Sprinkle Financial Consultants reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 0.02% in Q2 2026, selling an estimated $1.42K and leaving 156,974 shares worth $8.64M. The position accounts for 3.39% of the portfolio, ranked #8.

Sprinkle Financial Consultants first reported a position in DFUV in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.91M in Q3 2024. 201 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Sprinkle Financial Consultants held 156,974 shares of Dimensional US Marketwide Value ETF worth $8.64M as of Q2 2026.
Sprinkle Financial Consultants sold 27 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $1.42K.
Dimensional US Marketwide Value ETF made up 3.39% of Sprinkle Financial Consultants's portfolio in Q2 2026, its #8 holding.
Sprinkle Financial Consultants first reported a position in Dimensional US Marketwide Value ETF in Q4 2023 and has held it in 11 quarters since.
Sprinkle Financial Consultants's Dimensional US Marketwide Value ETF position peaked at $9.91M in Q3 2024.
201 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Sprinkle Financial Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.