Stone Summit Wealth’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Stone Summit Wealth’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	$2.43M	Hold	44,265	–	–	0.66%	47
2026 Q2	$2.44M	Sell	44,265 -55	-0.1%	-$2.89K	0.62%	48
2026 Q1	$2.15M	Sell	44,320 -220	-0.5%	-$10.8K	0.6%	49
2025 Q4	$2.08M	Sell	44,540 -734	-2%	-$33.3K	0.56%	52
2025 Q3	$2.02M	Sell	45,274 -1,418	-3%	-$61.8K	0.57%	51
2025 Q2	$1.97M	Sell	46,692 -3,268	-7%	-$131K	0.61%	53
2025 Q1	$2.06M	Sell	49,960 -265	-0.5%	-$11.1K	0.7%	52
2024 Q4	$2.06M	Sell	50,225 -1,107	-2%	-$47K	0.69%	50
2024 Q3	$2.14M	Sell	51,332 -400	-0.8%	-$16.2K	0.69%	49
2024 Q2	$2.03M	Hold	51,732	–	–	0.73%	45
2024 Q1	$2.12M	Hold	51,732	–	–	0.74%	46
2023 Q4	$1.93M	Hold	51,732	–	–	0.74%	44
2023 Q3	$1.76M	Buy	51,732 +4,448	+9%	+$156K	0.75%	46
2023 Q2	$1.63M	Buy	47,284 +1,581	+3%	+$52.8K	0.68%	52
2023 Q1	$1.53M	Hold	45,703	–	–	0.68%	52
2022 Q4	$1.53M	Hold	45,703	–	–	0.75%	47
2022 Q3	$1.35M	Hold	45,703	–	–	0.83%	44
2022 Q2	$1.44M	Buy	+45,703	New	+$1.52M	0.86%	40

Other funds holding DFUV

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return

Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return

Porter White Investment Advisors Birmingham, Alabama $161M AUM 13.97% 1-Year Est. Return

Disciplined Equity Management Neptune Beach, Florida $227M AUM 20.15% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Stone Summit Wealth's DFUV Position: Q3 2026 in Review

Stone Summit Wealth held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q3 2026 at 44,265 shares worth $2.43M. The position accounts for 0.66% of the portfolio, ranked #47.

Stone Summit Wealth first reported a position in DFUV in Q2 2022 and has held it in 18 quarters since. The position peaked at $2.44M in Q2 2026. 195 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

Stone Summit Wealth held 44,265 shares of Dimensional US Marketwide Value ETF worth $2.43M as of Q3 2026.
Stone Summit Wealth left its Dimensional US Marketwide Value ETF share count unchanged in Q3 2026.
Dimensional US Marketwide Value ETF made up 0.66% of Stone Summit Wealth's portfolio in Q3 2026, its #47 holding.
Stone Summit Wealth first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 18 quarters since.
Stone Summit Wealth's Dimensional US Marketwide Value ETF position peaked at $2.44M in Q2 2026.
195 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

Based on Stone Summit Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.