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DFUV icon

Steph & Co’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Steph & Co’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 		$24.5K Hold
446
– – 0.01% 219
2026
Q1 		$21.6K Hold
446
– – 0.01% 247
2025
Q4 		$20.8K Hold
446
– – 0.01% 252
2025
Q3 		$19.9K Hold
446
– – 0.01% 249
2025
Q2 		$18.9K Hold
446
– – 0.01% 240
2025
Q1 		$18.4K Hold
446
– – 0.01% 207
2024
Q4 		$18.3K Hold
446
– – 0.01% 212
2024
Q3 		$18.6K Hold
446
– – 0.01% 231
2024
Q2 		$17.5K Hold
446
– – 0.01% 215
2024
Q1 		$18.2K Hold
446
– – 0.01% 224
2023
Q4 		$16.6K Sell
446
-326
-42% -$11.2K 0.01% 197
2023
Q3 		$26.3K Hold
772
– – 0.01% 192
2023
Q2 		$26.6K Sell
772
-886
-53% -$29.6K 0.01% 180
2023
Q1 		$55.5K Hold
1,658
– – 0.03% 156
2022
Q4 		$56K Hold
1,658
– – 0.04% 158
2022
Q3 		$49K Hold
1,658
– – 0.03% 150
2022
Q2 		$52K Buy
+1,658
New +$55.2K 0.03% 152

Other funds holding DFUV

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
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
EF
Evanson Financial Mclean, Virginia $2.04B AUM
FG
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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CA
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

Steph & Co's DFUV Position: Q2 2026 in Review

Steph & Co held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 446 shares worth $24.5K. The position accounts for 0.01% of the portfolio, ranked #219.

Steph & Co first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. The position peaked at $56K in Q4 2022. 147 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Steph & Co held 446 shares of Dimensional US Marketwide Value ETF worth $24.5K as of Q2 2026.
  • Steph & Co left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
  • Dimensional US Marketwide Value ETF made up 0.01% of Steph & Co's portfolio in Q2 2026, its #219 holding.
  • Steph & Co first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
  • Steph & Co's Dimensional US Marketwide Value ETF position peaked at $56K in Q4 2022.
  • 147 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Steph & Co's 13F filing for Q2 2026, filed 16 Jul 2026.