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

VERITY 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	–	Sell	-12,775	Closed	-$619K	–	83
2026 Q1	$619K	Hold	12,775	–	–	0.41%	46
2025 Q4	$595K	Hold	12,775	–	–	0.37%	53
2025 Q3	$571K	Hold	12,775	–	–	0.36%	51
2025 Q2	$540K	Hold	12,775	–	–	0.36%	50
2025 Q1	$526K	Hold	12,775	–	–	0.39%	47
2024 Q4	$523K	Hold	12,775	–	–	0.38%	49
2024 Q3	$533K	Hold	12,775	–	–	0.37%	52
2024 Q2	$502K	Hold	12,775	–	–	0.38%	51
2024 Q1	$522K	Hold	12,775	–	–	0.4%	50
2023 Q4	$475K	Hold	12,775	–	–	0.41%	45
2023 Q3	$435K	Hold	12,775	–	–	0.41%	45
2023 Q2	$441K	Hold	12,775	–	–	0.4%	48
2023 Q1	$428K	Hold	12,775	–	–	0.4%	50
2022 Q4	$428K	Hold	12,775	–	–	0.42%	50
2022 Q3	$378K	Buy	+12,775	New	+$415K	0.39%	50

Other funds holding DFUV

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

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

Evanson Financial Mclean, Virginia $2.04B AUM

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

KAM

KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return

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

VERITY Wealth Advisors sold out of Dimensional US Marketwide Value ETF (DFUV) in Q2 2026, closing a stake of 12,775 shares — an estimated $619K sold.

VERITY Wealth Advisors first reported a position in DFUV in Q3 2022 and held it in 15 quarters. The position peaked at $619K in Q1 2026. 214 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

VERITY Wealth Advisors reported no remaining Dimensional US Marketwide Value ETF position as of Q2 2026 after selling out during the quarter.
VERITY Wealth Advisors sold 12,775 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $619K.
VERITY Wealth Advisors first reported a position in Dimensional US Marketwide Value ETF in Q3 2022 and held it in 15 quarters.
VERITY Wealth Advisors's Dimensional US Marketwide Value ETF position peaked at $619K in Q1 2026.
214 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on VERITY Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.