WA
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Walsh & Associates’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Walsh & Associates’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 		$11.5M Buy
209,448
+22,422
+12% +$1.18M 9.41% 3
2026
Q1 		$9.06M Buy
187,026
+5,919
+3% +$290K 8.99% 4
2025
Q4 		$8.44M Buy
+181,107
New +$8.21M 8.32% 4

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 $103B AUM 28.65% 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 $77.5B AUM 27.94% 1-Year Est. Return

Walsh & Associates's DFUV Position: Q2 2026 in Review

Walsh & Associates increased its Dimensional US Marketwide Value ETF (DFUV) stake by 12% in Q2 2026, buying an estimated $1.18M and bringing the position to 209,448 shares worth $11.5M. The position accounts for 9.41% of the portfolio, ranked #3.

Walsh & Associates first reported a position in DFUV in Q4 2025 and has held it in 3 quarters since. 794 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Walsh & Associates held 209,448 shares of Dimensional US Marketwide Value ETF worth $11.5M as of Q2 2026.
  • Walsh & Associates bought 22,422 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $1.18M.
  • Dimensional US Marketwide Value ETF made up 9.41% of Walsh & Associates's portfolio in Q2 2026, its #3 holding.
  • Walsh & Associates first reported a position in Dimensional US Marketwide Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 794 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Walsh & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.