Summit Financial Strategies’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Summit Financial Strategies’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	$5.22M	Sell	94,869 -482	-0.5%	-$25.3K	0.37%	25
2026 Q1	$4.62M	Sell	95,351 -1,207	-1%	-$59.2K	0.36%	27
2025 Q4	$4.5M	Hold	96,558	–	–	0.37%	29
2025 Q3	$4.32M	Hold	96,558	–	–	0.37%	28
2025 Q2	$4.08M	Sell	96,558 -19	-0%	-$763	0.38%	26
2025 Q1	$3.98M	Sell	96,577 -1,350	-1%	-$56.7K	0.4%	26
2024 Q4	$4.01M	Sell	97,927 -162	-0.2%	-$6.88K	0.44%	27
2024 Q3	$4.09M	Sell	98,089 -272	-0.3%	-$11K	0.46%	25
2024 Q2	$3.86M	Sell	98,361 -641	-0.6%	-$25.4K	0.48%	25
2024 Q1	$4.05M	Sell	99,002 -323	-0.3%	-$12.3K	0.56%	23
2023 Q4	$3.7M	Hold	99,325	–	–	0.56%	24
2023 Q3	$3.38M	Hold	99,325	–	–	0.64%	20
2023 Q2	$3.43M	Hold	99,325	–	–	0.64%	20
2023 Q1	$3.33M	Hold	99,325	–	–	0.66%	20
2022 Q4	$3.33M	Hold	99,325	–	–	0.72%	18
2022 Q3	$2.94M	Sell	99,325 -5,133	-5%	-$167K	0.7%	17
2022 Q2	$3.3M	Buy	+104,458	New	+$3.48M	0.77%	17

Other funds holding DFUV

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

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

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

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

Summit Financial Strategies's DFUV Position: Q2 2026 in Review

Summit Financial Strategies reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 0.51% in Q2 2026, selling an estimated $25.3K and leaving 94,869 shares worth $5.22M. The position accounts for 0.37% of the portfolio, ranked #25.

Summit Financial Strategies first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. 540 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Summit Financial Strategies held 94,869 shares of Dimensional US Marketwide Value ETF worth $5.22M as of Q2 2026.
Summit Financial Strategies sold 482 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $25.3K.
Dimensional US Marketwide Value ETF made up 0.37% of Summit Financial Strategies's portfolio in Q2 2026, its #25 holding.
Summit Financial Strategies first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
540 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.