Vannoy Advisory Group
DFUV icon

Vannoy Advisory Group’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Vannoy Advisory Group’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 		$5.51M Buy
100,205
+200
+0.2% +$11.2K 3.18% 9
2026
Q2 		$5.5M Sell
100,005
-200
-0.2% -$10.5K 3.11% 9
2026
Q1 		$4.86M Sell
100,205
-608
-0.6% -$29.8K 3.07% 10
2025
Q4 		$4.7M Buy
100,813
+723
+0.7% +$32.8K 2.98% 10
2025
Q3 		$4.47M Sell
100,090
-629
-0.6% -$27.4K 2.92% 10
2025
Q2 		$4.26M Buy
100,719
+950
+1% +$38.2K 2.94% 9
2025
Q1 		$4.11M Buy
99,769
+283
+0.3% +$11.9K 3.05% 9
2024
Q4 		$4.07M Sell
99,486
-654
-0.7% -$27.8K 3.03% 9
2024
Q3 		$4.17M Buy
100,140
+460
+0.5% +$18.6K 3.04% 9
2024
Q2 		$3.91M Buy
99,680
+170
+0.2% +$6.73K 3.03% 9
2024
Q1 		$4.07M Buy
99,510
+647
+0.7% +$24.7K 3.17% 9
2023
Q4 		$3.68M Buy
+98,863
New +$3.4M 3.02% 9

Other funds holding DFUV

TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Trust Company of the South
Trust Company of the South Greensboro, North Carolina $714M AUM 17.67% 1-Year Est. Return
Evanson Financial
Evanson Financial Mclean, Virginia $2.03B AUM
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Vannoy Advisory Group's DFUV Position: Q3 2026 in Review

Vannoy Advisory Group increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.2% in Q3 2026, buying an estimated $11.2K and bringing the position to 100,205 shares worth $5.51M. The position accounts for 3.18% of the portfolio, ranked #9.

Vannoy Advisory Group first reported a position in DFUV in Q4 2023 and has held it in 12 quarters since. 359 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

  • Vannoy Advisory Group held 100,205 shares of Dimensional US Marketwide Value ETF worth $5.51M as of Q3 2026.
  • Vannoy Advisory Group bought 200 Dimensional US Marketwide Value ETF shares in Q3 2026, an estimated $11.2K.
  • Dimensional US Marketwide Value ETF made up 3.18% of Vannoy Advisory Group's portfolio in Q3 2026, its #9 holding.
  • Vannoy Advisory Group first reported a position in Dimensional US Marketwide Value ETF in Q4 2023 and has held it in 12 quarters since.
  • 359 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

Based on Vannoy Advisory Group's 13F filing for Q3 2026, filed 13 Oct 2026.