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Trademark Financial Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Trademark Financial 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 		$235K Hold
4,280
– – 0.1% 98
2026
Q1 		$207K Buy
+4,280
New +$210K 0.1% 99

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EWM
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PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
TI
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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
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Trademark Financial Management's DFUV Position: Q2 2026 in Review

Trademark Financial Management held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 4,280 shares worth $235K. The position accounts for 0.1% of the portfolio, ranked #98.

Trademark Financial Management first reported a position in DFUV in Q1 2026 and has held it in 2 quarters since. 403 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Trademark Financial Management held 4,280 shares of Dimensional US Marketwide Value ETF worth $235K as of Q2 2026.
  • Trademark Financial Management left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
  • Dimensional US Marketwide Value ETF made up 0.1% of Trademark Financial Management's portfolio in Q2 2026, its #98 holding.
  • Trademark Financial Management first reported a position in Dimensional US Marketwide Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 403 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Trademark Financial Management's 13F filing for Q2 2026, filed 27 Jul 2026.