VWA
DFUV icon

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

Valued Wealth 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
Q2 		$2.2M Sell
39,978
-3,479
-8% -$183K 0.8% 16
2026
Q1 		$2.11M Sell
43,457
-2,658
-6% -$130K 0.85% 17
2025
Q4 		$2.15M Sell
46,115
-727
-2% -$33K 0.94% 16
2025
Q3 		$2.09M Sell
46,842
-2,291
-5% -$99.8K 0.97% 16
2025
Q2 		$2.08M Sell
49,133
-2,459
-5% -$98.8K 1.08% 16
2025
Q1 		$2.13M Buy
51,592
+5,852
+13% +$246K 1.28% 12
2024
Q4 		$1.87M Sell
45,740
-883
-2% -$37.5K 1.17% 13
2024
Q3 		$1.94M Buy
46,623
+201
+0.4% +$8.12K 1.26% 13
2024
Q2 		$1.82M Buy
46,422
+3,188
+7% +$126K 1.25% 12
2024
Q1 		$1.77M Sell
43,234
-1,695
-4% -$64.7K 1.25% 12
2023
Q4 		$1.53M Buy
+44,929
New +$1.55M 1.41% 12

Other funds holding DFUV

EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
EF
Evanson Financial Mclean, Virginia $2.04B AUM
FG
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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

Valued Wealth Advisors's DFUV Position: Q2 2026 in Review

Valued Wealth Advisors reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 8% in Q2 2026, selling an estimated $183K and leaving 39,978 shares worth $2.2M. The position accounts for 0.8% of the portfolio, ranked #16.

Valued Wealth Advisors first reported a position in DFUV in Q4 2023 and has held it in 11 quarters since. 277 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Valued Wealth Advisors held 39,978 shares of Dimensional US Marketwide Value ETF worth $2.2M as of Q2 2026.
  • Valued Wealth Advisors sold 3,479 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $183K.
  • Dimensional US Marketwide Value ETF made up 0.8% of Valued Wealth Advisors's portfolio in Q2 2026, its #16 holding.
  • Valued Wealth Advisors first reported a position in Dimensional US Marketwide Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 277 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.