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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
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

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

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

Triumph Capital Management increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.02% in Q2 2026, buying an estimated $630 and bringing the position to 57,405 shares worth $3.16M. The position accounts for 0.57% of the portfolio, ranked #40.

Triumph Capital Management first reported a position in DFUV in Q4 2025 and has held it in 3 quarters since. 173 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Triumph Capital Management held 57,405 shares of Dimensional US Marketwide Value ETF worth $3.16M as of Q2 2026.
  • Triumph Capital Management bought 12 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $630.
  • Dimensional US Marketwide Value ETF made up 0.57% of Triumph Capital Management's portfolio in Q2 2026, its #40 holding.
  • Triumph Capital Management first reported a position in Dimensional US Marketwide Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 173 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.