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Third View Private Wealth’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Third View Private Wealth’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 		$488K Hold
8,864
– – 0.06% 184
2026
Q1 		$430K Hold
8,864
– – 0.06% 187
2025
Q4 		$413K Buy
+8,864
New +$402K 0.06% 190

Other funds holding DFUV

FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
HighTower Advisors
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
PL
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
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 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

Third View Private Wealth's DFUV Position: Q2 2026 in Review

Third View Private Wealth held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 8,864 shares worth $488K. The position accounts for 0.06% of the portfolio, ranked #184.

Third View Private Wealth first reported a position in DFUV in Q4 2025 and has held it in 3 quarters since. 540 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Third View Private Wealth held 8,864 shares of Dimensional US Marketwide Value ETF worth $488K as of Q2 2026.
  • Third View Private Wealth left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
  • Dimensional US Marketwide Value ETF made up 0.06% of Third View Private Wealth's portfolio in Q2 2026, its #184 holding.
  • Third View Private Wealth first reported a position in Dimensional US Marketwide Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 540 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Third View Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.