Team Hewins’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Team Hewins’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	$52.4M	Sell	951,799 -12,567	-1%	-$660K	14.32%	3
2026 Q1	$46.7M	Sell	964,366 -6,782	-0.7%	-$333K	13.89%	3
2025 Q4	$45.2M	Sell	971,148 -14,941	-2%	-$678K	14.58%	3
2025 Q3	$44.1M	Sell	986,089 -69,775	-7%	-$3.04M	14.88%	3
2025 Q2	$44.6M	Sell	1,055,864 -19,599	-2%	-$787K	16.1%	3
2025 Q1	$44.3M	Sell	1,075,463 -11,728	-1%	-$492K	17.22%	3
2024 Q4	$44.5M	Sell	1,087,191 -14,812	-1%	-$629K	17.4%	3
2024 Q3	$45.9M	Buy	1,102,003 +3,426	+0.3%	+$138K	17.57%	3
2024 Q2	$43.1M	Sell	1,098,577 -55,363	-5%	-$2.19M	17.92%	3
2024 Q1	$47.2M	Sell	1,153,940 -11,173	-1%	-$427K	19%	3
2023 Q4	$43.4M	Sell	1,165,113 -31,303	-3%	-$1.08M	18.81%	3
2023 Q3	$40.7M	Sell	1,196,416 -51,715	-4%	-$1.81M	9.35%	4
2023 Q2	$43.1M	Sell	1,248,131 -73,559	-6%	-$2.46M	20.55%	3
2023 Q1	$44.3M	Buy	1,321,690 +12,350	+0.9%	+$423K	23.48%	3
2022 Q4	$43.8M	Buy	+1,309,340	New	+$43.5M	23.77%	3

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

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 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

Evanson Financial Mclean, Virginia $2.04B AUM

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

Team Hewins's DFUV Position: Q2 2026 in Review

Team Hewins reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 1.3% in Q2 2026, selling an estimated $660K and leaving 951,799 shares worth $52.4M. The position accounts for 14.32% of the portfolio, ranked #3.

Team Hewins first reported a position in DFUV in Q4 2022 and has held it in 15 quarters since. 403 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Team Hewins held 951,799 shares of Dimensional US Marketwide Value ETF worth $52.4M as of Q2 2026.
Team Hewins sold 12,567 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $660K.
Dimensional US Marketwide Value ETF made up 14.32% of Team Hewins's portfolio in Q2 2026, its #3 holding.
Team Hewins first reported a position in Dimensional US Marketwide Value ETF in Q4 2022 and has held it in 15 quarters since.
403 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Team Hewins's 13F filing for Q2 2026, filed 29 Jul 2026.