Verus Wealth Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Verus Wealth Management’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	$1.63M	Sell	29,727 -38	-0.1%	-$2.14K	1.03%	28
2026 Q2	$1.64M	Hold	29,765	–	–	1.35%	20
2026 Q1	$1.44M	Sell	29,765 -300	-1%	-$14.7K	1.34%	22
2025 Q4	$1.4M	Hold	30,065	–	–	1.31%	23
2025 Q3	$1.34M	Sell	30,065 -143	-0.5%	-$6.23K	1.25%	24
2025 Q2	$1.28M	Hold	30,208	–	–	1.28%	25
2025 Q1	$1.24M	Hold	30,208	–	–	1.36%	20
2024 Q4	$1.24M	Buy	+30,208	New	+$1.28M	1.39%	20

Other funds holding DFUV

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Trust Company of the South Greensboro, North Carolina $714M AUM 17.67% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.03B AUM

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return

Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return

Porter White Investment Advisors Birmingham, Alabama $161M AUM 13.97% 1-Year Est. Return

Disciplined Equity Management Neptune Beach, Florida $227M AUM 20.15% 1-Year Est. Return

Verus Wealth Management's DFUV Position: Q3 2026 in Review

Verus Wealth Management reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 0.13% in Q3 2026, selling an estimated $2.14K and leaving 29,727 shares worth $1.63M. The position accounts for 1.03% of the portfolio, ranked #28.

Verus Wealth Management first reported a position in DFUV in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.64M in Q2 2026. 269 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

Verus Wealth Management held 29,727 shares of Dimensional US Marketwide Value ETF worth $1.63M as of Q3 2026.
Verus Wealth Management sold 38 Dimensional US Marketwide Value ETF shares in Q3 2026, an estimated $2.14K.
Dimensional US Marketwide Value ETF made up 1.03% of Verus Wealth Management's portfolio in Q3 2026, its #28 holding.
Verus Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q4 2024 and has held it in 8 quarters since.
Verus Wealth Management's Dimensional US Marketwide Value ETF position peaked at $1.64M in Q2 2026.
269 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

Based on Verus Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.