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

TruNorth 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 		$8.96M Sell
162,870
-657
-0.4% -$34.5K 1.44% 14
2026
Q1 		$7.92M Buy
163,527
+11
+0% +$540 1.52% 12
2025
Q4 		$7.62M Buy
163,516
+10
+0% +$454 1.45% 13
2025
Q3 		$7.31M Sell
163,506
-229
-0.1% -$9.97K 1.45% 13
2025
Q2 		$6.92M Sell
163,735
-242
-0.1% -$9.72K 1.54% 13
2025
Q1 		$6.76M Sell
163,977
-697
-0.4% -$29.3K 1.68% 12
2024
Q4 		$6.74M Buy
164,674
+12
+0% +$509 1.84% 12
2024
Q3 		$6.86M Buy
164,662
+1,506
+0.9% +$60.9K 2.03% 10
2024
Q2 		$6.41M Sell
163,156
-1,457
-0.9% -$57.6K 2.08% 10
2024
Q1 		$6.73M Buy
+164,613
New +$6.29M 2.32% 9

Other funds holding DFUV

TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
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
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 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
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

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

TruNorth Capital Management reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 0.4% in Q2 2026, selling an estimated $34.5K and leaving 162,870 shares worth $8.96M. The position accounts for 1.44% of the portfolio, ranked #14.

TruNorth Capital Management first reported a position in DFUV in Q1 2024 and has held it in 10 quarters since. 403 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • TruNorth Capital Management held 162,870 shares of Dimensional US Marketwide Value ETF worth $8.96M as of Q2 2026.
  • TruNorth Capital Management sold 657 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $34.5K.
  • Dimensional US Marketwide Value ETF made up 1.44% of TruNorth Capital Management's portfolio in Q2 2026, its #14 holding.
  • TruNorth Capital Management first reported a position in Dimensional US Marketwide Value ETF in Q1 2024 and has held it in 10 quarters since.
  • 403 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on TruNorth Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.