TCM
DFUV icon

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
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

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Focus Partners Wealth
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
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return

Towneley Capital Management's DFUV Position: Q2 2026 in Review

Towneley Capital Management increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.34% in Q2 2026, buying an estimated $1.78K and bringing the position to 10,121 shares worth $557K. The position accounts for 0.11% of the portfolio, ranked #27.

Towneley Capital Management first reported a position in DFUV in Q4 2023 and has held it in 11 quarters since. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Towneley Capital Management held 10,121 shares of Dimensional US Marketwide Value ETF worth $557K as of Q2 2026.
  • Towneley Capital Management bought 34 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $1.78K.
  • Dimensional US Marketwide Value ETF made up 0.11% of Towneley Capital Management's portfolio in Q2 2026, its #27 holding.
  • Towneley Capital Management first reported a position in Dimensional US Marketwide Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Towneley Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.