Turtle Creek Wealth Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$37K Hold
673
﹤0.01% 490
2026
Q1
$32.6K Buy
+673
New +$33K ﹤0.01% 440
2024
Q3
Sell
-2,307
Closed -$90.6K 178
2024
Q2
$90.6K Buy
+2,307
New +$91.3K 0.02% 169

Other funds holding DFUV

Turtle Creek Wealth Advisors's DFUV Position: Q2 2026 in Review

Turtle Creek Wealth Advisors held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 673 shares worth $37K. The position accounts for ﹤0.01% of the portfolio, ranked #490.

Turtle Creek Wealth Advisors first reported a position in DFUV in Q2 2024 and has held it in 3 quarters since. The position peaked at $90.6K in Q2 2024. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Turtle Creek Wealth Advisors held 673 shares of Dimensional US Marketwide Value ETF worth $37K as of Q2 2026.
  • Turtle Creek Wealth Advisors left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
  • Dimensional US Marketwide Value ETF made up ﹤0.01% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #490 holding.
  • Turtle Creek Wealth Advisors first reported a position in Dimensional US Marketwide Value ETF in Q2 2024 and has held it in 3 quarters since.
  • Turtle Creek Wealth Advisors's Dimensional US Marketwide Value ETF position peaked at $90.6K in Q2 2024.
  • 797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.