VFA
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Valeo Financial Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Valeo Financial Advisors’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
Q3 		$1.94M Buy
35,291
+6,648
+23% +$374K 0.04% 189
2026
Q2 		$1.58M Buy
28,643
+1
+0% +$53 0.03% 223
2026
Q1 		$1.39M Sell
28,642
-118
-0.4% -$5.79K 0.03% 215
2025
Q4 		$1.34M Buy
28,760
+186
+0.7% +$8.44K 0.03% 247
2025
Q3 		$1.28M Buy
28,574
+2
+0% +$87 0.03% 248
2025
Q2 		$1.21M Buy
28,572
+311
+1% +$12.5K 0.03% 256
2025
Q1 		$1.16M Sell
28,261
-690
-2% -$29K 0.03% 235
2024
Q4 		$1.18M Sell
28,951
-7,247
-20% -$308K 0.03% 221
2024
Q3 		$1.51M Buy
36,198
+1,211
+3% +$48.9K 0.04% 194
2024
Q2 		$1.37M Hold
34,987
– – 0.04% 194
2024
Q1 		$1.38M Sell
34,987
-982
-3% -$37.5K 0.05% 190
2023
Q4 		$1.34M Sell
35,969
-1,531
-4% -$52.7K 0.05% 184
2023
Q3 		$1.28M Sell
37,500
-14,781
-28% -$518K 0.06% 173
2023
Q2 		$1.8M Buy
52,281
+2,051
+4% +$68.5K 0.08% 134
2023
Q1 		$1.68M Sell
50,230
-2,051
-4% -$70.2K 0.08% 148
2022
Q4 		$1.75M Sell
52,281
-2,677
-5% -$89K 0.1% 122
2022
Q3 		$1.63M Hold
54,958
– – 0.1% 121
2022
Q2 		$1.74M Buy
+54,958
New +$1.83M 0.11% 114

Other funds holding DFUV

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return
BWMG
Bannerman Wealth Management Group Lewisville, Texas $175M AUM 13.84% 1-Year Est. Return

Valeo Financial Advisors's DFUV Position: Q3 2026 in Review

Valeo Financial Advisors increased its Dimensional US Marketwide Value ETF (DFUV) stake by 23% in Q3 2026, buying an estimated $374K and bringing the position to 35,291 shares worth $1.94M. The position accounts for 0.04% of the portfolio, ranked #189.

Valeo Financial Advisors first reported a position in DFUV in Q2 2022 and has held it in 18 quarters since. 35 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

  • Valeo Financial Advisors held 35,291 shares of Dimensional US Marketwide Value ETF worth $1.94M as of Q3 2026.
  • Valeo Financial Advisors bought 6,648 Dimensional US Marketwide Value ETF shares in Q3 2026, an estimated $374K.
  • Dimensional US Marketwide Value ETF made up 0.04% of Valeo Financial Advisors's portfolio in Q3 2026, its #189 holding.
  • Valeo Financial Advisors first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 18 quarters since.
  • 35 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.