Warburton Capital Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Warburton Capital 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 Q2	$463K	Buy	8,427 +28	+0.3%	+$1.47K	0.19%	38
2026 Q1	$421K	Buy	8,399 +30	+0.4%	+$1.47K	0.21%	36
2025 Q4	$389K	Buy	8,369 +29	+0.3%	+$1.31K	0.22%	34
2025 Q3	$373K	Buy	8,340 +37	+0.4%	+$1.61K	0.22%	34
2025 Q2	$359K	Buy	8,303 +39	+0.5%	+$1.57K	0.21%	32
2025 Q1	$340K	Buy	8,264 +33	+0.4%	+$1.39K	0.25%	27
2024 Q4	$336K	Buy	+8,231	New	+$349K	0.25%	25

Other funds holding DFUV

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

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

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 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

Warburton Capital Management's DFUV Position: Q2 2026 in Review

Warburton Capital Management increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.33% in Q2 2026, buying an estimated $1.47K and bringing the position to 8,427 shares worth $463K. The position accounts for 0.19% of the portfolio, ranked #38.

Warburton Capital Management first reported a position in DFUV in Q4 2024 and has held it in 7 quarters since. 491 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Warburton Capital Management held 8,427 shares of Dimensional US Marketwide Value ETF worth $463K as of Q2 2026.
Warburton Capital Management bought 28 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $1.47K.
Dimensional US Marketwide Value ETF made up 0.19% of Warburton Capital Management's portfolio in Q2 2026, its #38 holding.
Warburton Capital Management first reported a position in Dimensional US Marketwide Value ETF in Q4 2024 and has held it in 7 quarters since.
491 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Warburton Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.