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

Towneley Capital 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 Q3	$559K	Buy	10,158 +37	+0.4%	+$2.08K	0.11%	26
2026 Q2	$557K	Buy	10,121 +34	+0.3%	+$1.78K	0.11%	27
2026 Q1	$489K	Buy	10,087 +37	+0.4%	+$1.81K	0.1%	27
2025 Q4	$468K	Buy	10,050 +35	+0.3%	+$1.59K	0.1%	24
2025 Q3	$448K	Buy	10,015 +44	+0.4%	+$1.92K	0.1%	26
2025 Q2	$422K	Buy	9,971 +47	+0.5%	+$1.89K	0.1%	24
2025 Q1	$409K	Buy	9,924 +39	+0.4%	+$1.64K	0.1%	27
2024 Q4	$404K	Sell	9,885 -926	-9%	-$39.3K	0.1%	34
2024 Q3	$451K	Buy	10,811 +46	+0.4%	+$1.86K	0.1%	30
2024 Q2	$423K	Buy	10,765 +48	+0.4%	+$1.9K	0.1%	31
2024 Q1	$438K	Hold	10,717	–	–	0.11%	35
2023 Q4	$399K	Buy	+10,717	New	+$369K	0.1%	36

Other funds holding DFUV

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

BTWM

Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return

SFC

Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Towneley Capital Management's DFUV Position: Q3 2026 in Review

Towneley Capital Management increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.37% in Q3 2026, buying an estimated $2.08K and bringing the position to 10,158 shares worth $559K. The position accounts for 0.11% of the portfolio, ranked #26.

Towneley Capital Management first reported a position in DFUV in Q4 2023 and has held it in 12 quarters since. 35 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

Towneley Capital Management held 10,158 shares of Dimensional US Marketwide Value ETF worth $559K as of Q3 2026.
Towneley Capital Management bought 37 Dimensional US Marketwide Value ETF shares in Q3 2026, an estimated $2.08K.
Dimensional US Marketwide Value ETF made up 0.11% of Towneley Capital Management's portfolio in Q3 2026, its #26 holding.
Towneley Capital Management first reported a position in Dimensional US Marketwide Value ETF in Q4 2023 and has held it in 12 quarters since.
35 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

Based on Towneley Capital Management's 13F filing for Q3 2026, filed 9 Oct 2026.