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

Triumph 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	$3.26M	Buy	59,209 +1,804	+3%	+$101K	0.57%	41
2026 Q2	$3.16M	Buy	57,405 +12	+0%	+$630	0.57%	40
2026 Q1	$2.78M	Buy	57,393 +1,814	+3%	+$89K	0.57%	37
2025 Q4	$2.59M	Buy	+55,579	New	+$2.52M	0.56%	39

Other funds holding DFUV

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

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

Triumph Capital Management increased its Dimensional US Marketwide Value ETF (DFUV) stake by 3.1% in Q3 2026, buying an estimated $101K and bringing the position to 59,209 shares worth $3.26M. The position accounts for 0.57% of the portfolio, ranked #41.

Triumph Capital Management first reported a position in DFUV in Q4 2025 and has held it in 4 quarters since. 561 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

Triumph Capital Management held 59,209 shares of Dimensional US Marketwide Value ETF worth $3.26M as of Q3 2026.
Triumph Capital Management bought 1,804 Dimensional US Marketwide Value ETF shares in Q3 2026, an estimated $101K.
Dimensional US Marketwide Value ETF made up 0.57% of Triumph Capital Management's portfolio in Q3 2026, its #41 holding.
Triumph Capital Management first reported a position in Dimensional US Marketwide Value ETF in Q4 2025 and has held it in 4 quarters since.
561 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.