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

Truvestments Capital’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	$20.6K	Buy	374 +1	+0.3%	+$53	﹤0.01%	676
2026 Q1	$18.1K	Buy	373 +1	+0.3%	+$49	﹤0.01%	666
2025 Q4	$17.3K	Buy	372 +1	+0.3%	+$45	﹤0.01%	618
2025 Q3	$16.6K	Sell	371 -253	-41%	-$11K	﹤0.01%	631
2025 Q2	$26.4K	Buy	624 +3	+0.5%	+$120	0.01%	492
2025 Q1	$25.6K	Buy	621 +2	+0.3%	+$84	0.01%	508
2024 Q4	$25.3K	Sell	619 -97	-14%	-$4.12K	0.01%	469
2024 Q3	$29.8K	Buy	+716	New	+$28.9K	0.01%	442
2024 Q2	–	Sell	-710	Closed	-$29K	–	346
2024 Q1	$29K	Buy	710 +3	+0.4%	+$115	0.01%	406
2023 Q4	$26.3K	Sell	707 -255	-27%	-$8.78K	0.01%	397
2023 Q3	$32.7K	Buy	+962	New	+$33.7K	0.02%	328

Other funds holding DFUV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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 Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Truvestments Capital's DFUV Position: Q2 2026 in Review

Truvestments Capital increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.27% in Q2 2026, buying an estimated $53 and bringing the position to 374 shares worth $20.6K. The position accounts for ﹤0.01% of the portfolio, ranked #676.

Truvestments Capital first reported a position in DFUV in Q3 2023 and has held it in 11 quarters since. The position peaked at $32.7K in Q3 2023. 803 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Truvestments Capital held 374 shares of Dimensional US Marketwide Value ETF worth $20.6K as of Q2 2026.
Truvestments Capital bought 1 Dimensional US Marketwide Value ETF share in Q2 2026, an estimated $53.
Dimensional US Marketwide Value ETF made up ﹤0.01% of Truvestments Capital's portfolio in Q2 2026, its #676 holding.
Truvestments Capital first reported a position in Dimensional US Marketwide Value ETF in Q3 2023 and has held it in 11 quarters since.
Truvestments Capital's Dimensional US Marketwide Value ETF position peaked at $32.7K in Q3 2023.
803 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.