Tumwater Wealth Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Tumwater Wealth 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	$4.41M	Sell	80,243 -987	-1%	-$51.8K	1.6%	8
2026 Q1	$3.94M	Sell	81,230 -2,772	-3%	-$136K	1.58%	8
2025 Q4	$3.91M	Sell	84,002 -114	-0.1%	-$5.17K	1.6%	8
2025 Q3	$3.76M	Sell	84,116 -561	-0.7%	-$24.4K	1.67%	7
2025 Q2	$3.58M	Hold	84,677	–	–	1.66%	7
2025 Q1	$3.49M	Hold	84,677	–	–	1.82%	7
2024 Q4	$3.46M	Buy	+84,677	New	+$3.59M	1.82%	7

Other funds holding DFUV

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

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

Tumwater Wealth Management's DFUV Position: Q2 2026 in Review

Tumwater Wealth Management reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 1.2% in Q2 2026, selling an estimated $51.8K and leaving 80,243 shares worth $4.41M. The position accounts for 1.6% of the portfolio, ranked #8.

Tumwater Wealth Management first reported a position in DFUV in Q4 2024 and has held it in 7 quarters since. 277 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Tumwater Wealth Management held 80,243 shares of Dimensional US Marketwide Value ETF worth $4.41M as of Q2 2026.
Tumwater Wealth Management sold 987 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $51.8K.
Dimensional US Marketwide Value ETF made up 1.6% of Tumwater Wealth Management's portfolio in Q2 2026, its #8 holding.
Tumwater Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q4 2024 and has held it in 7 quarters since.
277 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Tumwater Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.