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Squire Investment Management Company’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Squire Investment Management Company’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 		$16.4M Sell
297,896
-106
-0% -$5.57K 3.95% 9
2026
Q1 		$14.4M Buy
298,002
+2,728
+0.9% +$134K 4.01% 9
2025
Q4 		$13.8M Buy
295,274
+8,719
+3% +$395K 4.16% 9
2025
Q3 		$12.8M Buy
286,555
+5,745
+2% +$250K 4.17% 9
2025
Q2 		$11.9M Sell
280,810
-9,164
-3% -$368K 4.38% 8
2025
Q1 		$11.9M Buy
289,974
+6,299
+2% +$264K 4.98% 6
2024
Q4 		$11.6M Buy
283,675
+17,701
+7% +$751K 5.11% 6
2024
Q3 		$11.1M Buy
265,974
+16,175
+6% +$654K 5.27% 6
2024
Q2 		$9.81M Buy
249,799
+8,584
+4% +$340K 5.56% 6
2024
Q1 		$9.87M Buy
241,215
+48,193
+25% +$1.84M 6.22% 6
2023
Q4 		$7.18M Buy
+193,022
New +$6.64M 5.85% 6

Other funds holding DFUV

FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
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
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 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

Squire Investment Management Company's DFUV Position: Q2 2026 in Review

Squire Investment Management Company reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 0.04% in Q2 2026, selling an estimated $5.57K and leaving 297,896 shares worth $16.4M. The position accounts for 3.95% of the portfolio, ranked #9.

Squire Investment Management Company first reported a position in DFUV in Q4 2023 and has held it in 11 quarters since. 540 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Squire Investment Management Company held 297,896 shares of Dimensional US Marketwide Value ETF worth $16.4M as of Q2 2026.
  • Squire Investment Management Company sold 106 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $5.57K.
  • Dimensional US Marketwide Value ETF made up 3.95% of Squire Investment Management Company's portfolio in Q2 2026, its #9 holding.
  • Squire Investment Management Company first reported a position in Dimensional US Marketwide Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 540 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Squire Investment Management Company's 13F filing for Q2 2026, filed 28 Jul 2026.