Warwick Investment Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Warwick Investment 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	$2.86M	Hold	51,910	–	–	0.32%	33
2026 Q1	$2.52M	Buy	51,910 +187	+0.4%	+$9.17K	0.36%	37
2025 Q4	$2.41M	Buy	51,723 +181	+0.4%	+$8.21K	0.37%	37
2025 Q3	$2.3M	Buy	51,542 +228	+0.4%	+$9.93K	0.4%	37
2025 Q2	$2.17M	Buy	51,314 +239	+0.5%	+$9.6K	0.42%	33
2025 Q1	$2.1M	Buy	51,075 +204	+0.4%	+$8.56K	0.44%	34
2024 Q4	$2.08M	Buy	+50,871	New	+$2.16M	0.43%	30
2024 Q3	–	Sell	-50,438	Closed	-$1.98M	–	100
2024 Q2	$1.98M	Buy	50,438 +226	+0.5%	+$8.94K	0.46%	27
2024 Q1	$2.05M	Buy	50,212 +180	+0.4%	+$6.88K	0.49%	29
2023 Q4	$1.86M	Buy	50,032 +194	+0.4%	+$6.68K	0.55%	27
2023 Q3	$1.7M	Buy	49,838 +255	+0.5%	+$8.93K	0.64%	26
2023 Q2	$1.71M	Buy	49,583 +250	+0.5%	+$8.35K	0.67%	25
2023 Q1	$1.65M	Buy	49,333 +224	+0.5%	+$7.67K	0.7%	25
2022 Q4	$1.64M	Buy	+49,109	New	+$1.63M	0.67%	24
2022 Q3	–	Sell	-48,653	Closed	-$1.54M	–	53
2022 Q2	$1.54M	Buy	+48,653	New	+$1.62M	0.75%	19

Other funds holding DFUV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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 Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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 Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return

Warwick Investment Management's DFUV Position: Q2 2026 in Review

Warwick Investment Management held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 51,910 shares worth $2.86M. The position accounts for 0.32% of the portfolio, ranked #33.

Warwick Investment Management first reported a position in DFUV in Q2 2022 and has held it in 15 quarters since. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Warwick Investment Management held 51,910 shares of Dimensional US Marketwide Value ETF worth $2.86M as of Q2 2026.
Warwick Investment Management left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
Dimensional US Marketwide Value ETF made up 0.32% of Warwick Investment Management's portfolio in Q2 2026, its #33 holding.
Warwick Investment Management first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 15 quarters since.
797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Warwick Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.