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Summit Wealth Group (Colorado)’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Summit Wealth Group (Colorado)’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 		$910K Sell
16,534
-178
-1% -$9.35K 0.08% 140
2026
Q1 		$810K Sell
16,712
-657
-4% -$32.2K 0.09% 128
2025
Q4 		$809K Buy
+17,369
New +$788K 0.11% 113
2025
Q3 		– Sell
-17,065
Closed -$722K – 313
2025
Q2 		$722K Buy
+17,065
New +$685K 0.18% 109

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
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
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Summit Wealth Group (Colorado)'s DFUV Position: Q2 2026 in Review

Summit Wealth Group (Colorado) reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 1.1% in Q2 2026, selling an estimated $9.35K and leaving 16,534 shares worth $910K. The position accounts for 0.08% of the portfolio, ranked #140.

Summit Wealth Group (Colorado) first reported a position in DFUV in Q2 2025 and has held it in 4 quarters since. 359 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Summit Wealth Group (Colorado) held 16,534 shares of Dimensional US Marketwide Value ETF worth $910K as of Q2 2026.
  • Summit Wealth Group (Colorado) sold 178 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $9.35K.
  • Dimensional US Marketwide Value ETF made up 0.08% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #140 holding.
  • Summit Wealth Group (Colorado) first reported a position in Dimensional US Marketwide Value ETF in Q2 2025 and has held it in 4 quarters since.
  • 359 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.