VWA
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VSM Wealth Advisory’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

VSM Wealth Advisory’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 		$55K Hold
1,000
– – 0.01% 209
2026
Q1 		$48.5K Hold
1,000
– – 0.01% 214
2025
Q4 		$46.6K Buy
+1,000
New +$45.4K 0.01% 205
2025
Q3 		– Sell
-203,074
Closed -$8.6M – 459
2025
Q2 		$8.6M Buy
203,074
+202,074
+20,207% +$8.12M 2.84% 10
2025
Q1 		$41.2K Hold
1,000
– – 0.01% 208
2024
Q4 		$40.9K Buy
+1,000
New +$42.4K 0.01% 211

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

VSM Wealth Advisory's DFUV Position: Q2 2026 in Review

VSM Wealth Advisory held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 1,000 shares worth $55K. The position accounts for 0.01% of the portfolio, ranked #209.

VSM Wealth Advisory first reported a position in DFUV in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.6M in Q2 2025. 800 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • VSM Wealth Advisory held 1,000 shares of Dimensional US Marketwide Value ETF worth $55K as of Q2 2026.
  • VSM Wealth Advisory left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
  • Dimensional US Marketwide Value ETF made up 0.01% of VSM Wealth Advisory's portfolio in Q2 2026, its #209 holding.
  • VSM Wealth Advisory first reported a position in Dimensional US Marketwide Value ETF in Q4 2024 and has held it in 6 quarters since.
  • VSM Wealth Advisory's Dimensional US Marketwide Value ETF position peaked at $8.6M in Q2 2025.
  • 800 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.