Sterling Wealth Management
DFUV icon

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

Sterling 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
Q3 		$15.1M Sell
273,661
-1,560
-0.6% -$87.7K 3.88% 9
2026
Q2 		$15.1M Sell
275,221
-9,819
-3% -$516K 3.76% 10
2026
Q1 		$13.8M Sell
285,040
-1,926
-0.7% -$94.5K 3.79% 9
2025
Q4 		$13.4M Sell
286,966
-4,265
-1% -$193K 3.81% 9
2025
Q3 		$13M Sell
291,231
-8,024
-3% -$349K 3.95% 8
2025
Q2 		$12.7M Buy
+299,255
New +$12M 4.31% 7
2024
Q4 		$12.2M Buy
297,739
+30
+0% +$1.27K 4.5% 5
2024
Q3 		$12.4M Sell
297,709
-2,960
-1% -$120K 4.63% 5
2024
Q2 		$11.8M Buy
300,669
+1,826
+0.6% +$72.2K 5.6% 3
2024
Q1 		$12.2M Buy
298,843
+5,409
+2% +$207K 6.08% 3
2023
Q4 		$10.9M Buy
+293,434
New +$10.1M 6.14% 3

Other funds holding DFUV

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Trust Company of the South
Trust Company of the South Greensboro, North Carolina $714M AUM 17.67% 1-Year Est. Return
Evanson Financial
Evanson Financial Mclean, Virginia $2.03B AUM
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Schoolcraft Capital
Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
Porter White Investment Advisors
Porter White Investment Advisors Birmingham, Alabama $161M AUM 13.97% 1-Year Est. Return
Disciplined Equity Management
Disciplined Equity Management Neptune Beach, Florida $227M AUM 20.15% 1-Year Est. Return

Sterling Wealth Management's DFUV Position: Q3 2026 in Review

Sterling Wealth Management reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 0.57% in Q3 2026, selling an estimated $87.7K and leaving 273,661 shares worth $15.1M. The position accounts for 3.88% of the portfolio, ranked #9.

Sterling Wealth Management first reported a position in DFUV in Q4 2023 and has held it in 11 quarters since. The position peaked at $15.1M in Q2 2026. 269 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

  • Sterling Wealth Management held 273,661 shares of Dimensional US Marketwide Value ETF worth $15.1M as of Q3 2026.
  • Sterling Wealth Management sold 1,560 Dimensional US Marketwide Value ETF shares in Q3 2026, an estimated $87.7K.
  • Dimensional US Marketwide Value ETF made up 3.88% of Sterling Wealth Management's portfolio in Q3 2026, its #9 holding.
  • Sterling Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q4 2023 and has held it in 11 quarters since.
  • Sterling Wealth Management's Dimensional US Marketwide Value ETF position peaked at $15.1M in Q2 2026.
  • 269 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

Based on Sterling Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.