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

Tufton 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 		$336K Buy
6,115
+1,405
+30% +$73.8K 0.06% 106
2026
Q1 		$228K Buy
+4,710
New +$231K 0.04% 117

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Focus Partners Wealth
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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
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return

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

Tufton Capital Management increased its Dimensional US Marketwide Value ETF (DFUV) stake by 30% in Q2 2026, buying an estimated $73.8K and bringing the position to 6,115 shares worth $336K. The position accounts for 0.06% of the portfolio, ranked #106.

Tufton Capital Management first reported a position in DFUV in Q1 2026 and has held it in 2 quarters since. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Tufton Capital Management held 6,115 shares of Dimensional US Marketwide Value ETF worth $336K as of Q2 2026.
  • Tufton Capital Management bought 1,405 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $73.8K.
  • Dimensional US Marketwide Value ETF made up 0.06% of Tufton Capital Management's portfolio in Q2 2026, its #106 holding.
  • Tufton Capital Management first reported a position in Dimensional US Marketwide Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Tufton Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.