TS Financial Group (TSFG)’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

TS Financial Group (TSFG)’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	$4K	Hold	80	–	–	﹤0.01%	715
2026 Q1	$4K	Hold	80	–	–	﹤0.01%	684
2025 Q4	$4K	Hold	80	–	–	﹤0.01%	679
2025 Q3	$4K	Hold	80	–	–	﹤0.01%	677
2025 Q2	$3K	Hold	80	–	–	﹤0.01%	679
2025 Q1	$3K	Hold	80	–	–	﹤0.01%	676
2024 Q4	$3K	Hold	80	–	–	﹤0.01%	623
2024 Q3	$3K	Hold	80	–	–	﹤0.01%	646
2024 Q2	$3K	Hold	80	–	–	﹤0.01%	625
2024 Q1	$3K	Hold	80	–	–	﹤0.01%	614
2023 Q4	$3K	Buy	80 +1	+1%	+$34	﹤0.01%	675
2023 Q3	$3K	Hold	79	–	–	﹤0.01%	748
2023 Q2	$3K	Buy	79 +1	+1%	+$33	﹤0.01%	750
2023 Q1	$3K	Hold	78	–	–	﹤0.01%	735
2022 Q4	$3K	Hold	78	–	–	﹤0.01%	732
2022 Q3	$2K	Buy	78 +1	+1%	+$33	﹤0.01%	776
2022 Q2	$2K	Buy	+77	New	+$2.56K	﹤0.01%	781

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

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

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

Evanson Financial Mclean, Virginia $2.04B AUM

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

TS Financial Group (TSFG)'s DFUV Position: Q2 2026 in Review

TS Financial Group (TSFG) held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 80 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #715.

TS Financial Group (TSFG) first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. 403 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

TS Financial Group (TSFG) held 80 shares of Dimensional US Marketwide Value ETF worth $4K as of Q2 2026.
TS Financial Group (TSFG) left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
Dimensional US Marketwide Value ETF made up ﹤0.01% of TS Financial Group (TSFG)'s portfolio in Q2 2026, its #715 holding.
TS Financial Group (TSFG) first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
403 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2026, filed 23 Jul 2026.