TIM
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Thompson Investment Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Thompson Investment Management’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 		$77.2K Hold
1,403
– – 0.01% 235
2026
Q1 		$68K Hold
1,403
– – 0.01% 240
2025
Q4 		$65.4K Hold
1,403
– – 0.01% 243
2025
Q3 		$62.7K Hold
1,403
– – 0.01% 251
2025
Q2 		$59.3K Hold
1,403
– – 0.01% 254
2025
Q1 		$57.8K Hold
1,403
– – 0.01% 256
2024
Q4 		$57.4K Hold
1,403
– – 0.01% 259
2024
Q3 		$58.5K Hold
1,403
– – 0.01% 236
2024
Q2 		$55.1K Hold
1,403
– – 0.01% 236
2024
Q1 		$57.4K Hold
1,403
– – 0.01% 239
2023
Q4 		$52.2K Hold
1,403
– – 0.01% 235
2023
Q3 		$47.7K Hold
1,403
– – 0.01% 237
2023
Q2 		$48.4K Hold
1,403
– – 0.01% 243
2023
Q1 		$47K Buy
+1,403
New +$48K 0.01% 247

Other funds holding DFUV

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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return
KAM
KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return

Thompson Investment Management's DFUV Position: Q2 2026 in Review

Thompson Investment Management held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 1,403 shares worth $77.2K. The position accounts for 0.01% of the portfolio, ranked #235.

Thompson Investment Management first reported a position in DFUV in Q1 2023 and has held it in 14 quarters since. 147 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Thompson Investment Management held 1,403 shares of Dimensional US Marketwide Value ETF worth $77.2K as of Q2 2026.
  • Thompson Investment Management left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
  • Dimensional US Marketwide Value ETF made up 0.01% of Thompson Investment Management's portfolio in Q2 2026, its #235 holding.
  • Thompson Investment Management first reported a position in Dimensional US Marketwide Value ETF in Q1 2023 and has held it in 14 quarters since.
  • 147 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Thompson Investment Management's 13F filing for Q2 2026, filed 13 Jul 2026.