Steele Capital Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Steele Capital 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	$581K	Hold	10,564	–	–	0.02%	80
2026 Q1	$512K	Hold	10,564	–	–	0.02%	81
2025 Q4	$492K	Hold	10,564	–	–	0.02%	73
2025 Q3	$472K	Hold	10,564	–	–	0.02%	77
2025 Q2	$447K	Hold	10,564	–	–	0.02%	76
2025 Q1	$435K	Buy	+10,564	New	+$443K	0.02%	74
2024 Q3	–	Sell	-9,848	Closed	-$387K	–	92
2024 Q2	$387K	Hold	9,848	–	–	0.02%	119
2024 Q1	$403K	Hold	9,848	–	–	0.02%	115
2023 Q4	$367K	Buy	+9,848	New	+$339K	0.02%	117

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

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 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

Steele Capital Management's DFUV Position: Q2 2026 in Review

Steele Capital Management held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 10,564 shares worth $581K. The position accounts for 0.02% of the portfolio, ranked #80.

Steele Capital Management first reported a position in DFUV in Q4 2023 and has held it in 9 quarters since. 403 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Steele Capital Management held 10,564 shares of Dimensional US Marketwide Value ETF worth $581K as of Q2 2026.
Steele Capital Management left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
Dimensional US Marketwide Value ETF made up 0.02% of Steele Capital Management's portfolio in Q2 2026, its #80 holding.
Steele Capital Management first reported a position in Dimensional US Marketwide Value ETF in Q4 2023 and has held it in 9 quarters since.
403 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Steele Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.