TAGStone Capital’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

TAGStone Capital’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	$4.08M	Sell	74,228 -1,180	-2%	-$62K	1.3%	22
2026 Q1	$3.65M	Buy	75,408 +23,682	+46%	+$1.16M	1.29%	23
2025 Q4	$2.41M	Buy	51,726 +181	+0.4%	+$8.21K	0.9%	28
2025 Q3	$2.3M	Buy	51,545 +228	+0.4%	+$9.93K	0.91%	29
2025 Q2	$2.18M	Buy	51,317 +700	+1%	+$28.1K	0.9%	29
2025 Q1	$2.09M	Buy	50,617 +690	+1%	+$29K	1.03%	27
2024 Q4	$2.04M	Buy	49,927 +763	+2%	+$32.4K	1.01%	27
2024 Q3	$2.05M	Buy	49,164 +296	+0.6%	+$12K	1.05%	25
2024 Q2	$1.92M	Buy	48,868 +2,637	+6%	+$104K	1.09%	24
2024 Q1	$1.89M	Buy	46,231 +15	+0%	+$573	1.11%	24
2023 Q4	$1.72M	Hold	46,216	–	–	1.12%	25
2023 Q3	$1.57M	Sell	46,216 -165	-0.4%	-$5.78K	1.16%	23
2023 Q2	$1.6M	Sell	46,381 -134	-0.3%	-$4.48K	1.15%	22
2023 Q1	$1.56M	Hold	46,515	–	–	1.17%	22
2022 Q4	$1.56M	Hold	46,515	–	–	1.28%	22
2022 Q3	$1.38M	Hold	46,515	–	–	1.28%	23
2022 Q2	$1.47M	Buy	+46,515	New	+$1.55M	1.4%	20

Other funds holding DFUV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

FPAS

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

TAGStone Capital's DFUV Position: Q2 2026 in Review

TAGStone Capital reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 1.6% in Q2 2026, selling an estimated $62K and leaving 74,228 shares worth $4.08M. The position accounts for 1.3% of the portfolio, ranked #22.

TAGStone Capital first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. 800 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

TAGStone Capital held 74,228 shares of Dimensional US Marketwide Value ETF worth $4.08M as of Q2 2026.
TAGStone Capital sold 1,180 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $62K.
Dimensional US Marketwide Value ETF made up 1.3% of TAGStone Capital's portfolio in Q2 2026, its #22 holding.
TAGStone Capital first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
800 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on TAGStone Capital's 13F filing for Q2 2026, filed 11 Aug 2026.