VAG
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
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

TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
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
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 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

Vannoy Advisory Group's DFUV Position: Q2 2026 in Review

Vannoy Advisory Group reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 0.2% in Q2 2026, selling an estimated $10.5K and leaving 100,005 shares worth $5.5M. The position accounts for 3.11% of the portfolio, ranked #9.

Vannoy Advisory Group first reported a position in DFUV in Q4 2023 and has held it in 11 quarters since. 403 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Vannoy Advisory Group held 100,005 shares of Dimensional US Marketwide Value ETF worth $5.5M as of Q2 2026.
  • Vannoy Advisory Group sold 200 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $10.5K.
  • Dimensional US Marketwide Value ETF made up 3.11% of Vannoy Advisory Group's portfolio in Q2 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 11 quarters since.
  • 403 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Vannoy Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.