Tarbox Family Office’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Tarbox Family Office’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	$2.3M	Hold	41,863	–	–	0.33%	27
2026 Q1	$2.03M	Hold	41,863	–	–	0.33%	27
2025 Q4	$1.95M	Buy	41,863 +699	+2%	+$31.7K	0.31%	26
2025 Q3	$1.84M	Sell	41,164 -521	-1%	-$22.7K	0.27%	32
2025 Q2	$1.76M	Sell	41,685 -128	-0.3%	-$5.14K	0.27%	31
2025 Q1	$1.72M	Sell	41,813 -472	-1%	-$19.8K	0.29%	31
2024 Q4	$1.73M	Buy	42,285 +10	+0%	+$424	0.29%	29
2024 Q3	$1.76M	Buy	42,275 +9	+0%	+$364	0.29%	30
2024 Q2	$1.66M	Buy	42,266 +11	+0%	+$435	0.29%	29
2024 Q1	$1.73M	Buy	42,255 +8	+0%	+$306	0.3%	29
2023 Q4	$1.57M	Buy	42,247 +9	+0%	+$310	0.31%	29
2023 Q3	$1.44M	Buy	42,238 +205	+0.5%	+$7.18K	0.3%	31
2023 Q2	$1.45M	Buy	42,033 +11	+0%	+$368	0.28%	32
2023 Q1	$1.41M	Hold	42,022	–	–	0.28%	30
2022 Q4	$1.41M	Sell	42,022 -1,669	-4%	-$55.5K	0.31%	31
2022 Q3	$1.38M	Hold	43,691	–	–	0.33%	30
2022 Q2	$1.38M	Buy	+43,691	New	+$1.45M	0.31%	33

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

Tarbox Family Office's DFUV Position: Q2 2026 in Review

Tarbox Family Office held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 41,863 shares worth $2.3M. The position accounts for 0.33% of the portfolio, ranked #27.

Tarbox Family Office first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. 802 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Tarbox Family Office held 41,863 shares of Dimensional US Marketwide Value ETF worth $2.3M as of Q2 2026.
Tarbox Family Office left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
Dimensional US Marketwide Value ETF made up 0.33% of Tarbox Family Office's portfolio in Q2 2026, its #27 holding.
Tarbox Family Office first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
802 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Tarbox Family Office's 13F filing for Q2 2026, filed 3 Aug 2026.