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

Waterfront Wealth’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 		$368K Buy
6,682
+28
+0.4% +$1.47K 0.06% 239
2026
Q1 		$322K Hold
6,654
– – 0.06% 239
2025
Q4 		$325K Hold
6,654
– – 0.06% 225
2025
Q3 		$297K Hold
6,654
– – 0.06% 228
2025
Q2 		$281K Hold
6,654
– – 0.06% 227
2025
Q1 		$274K Hold
6,654
– – 0.07% 224
2024
Q4 		$272K Hold
6,654
– – 0.07% 225
2024
Q3 		$279K Hold
6,654
– – 0.07% 225
2024
Q2 		$261K Hold
6,654
– – 0.07% 218
2024
Q1 		$261K Hold
6,654
– – 0.07% 216
2023
Q4 		$248K Hold
6,654
– – 0.07% 224
2023
Q3 		$217K Hold
6,654
– – 0.07% 227
2023
Q2 		$239K Hold
6,654
– – 0.07% 227
2023
Q1 		$223K Hold
6,654
– – 0.07% 226
2022
Q4 		$235K Hold
6,654
– – 0.08% 222
2022
Q3 		$222K Hold
6,654
– – 0.08% 222
2022
Q2 		$210K Buy
+6,654
New +$221K 0.08% 216

Other funds holding DFUV

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
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
EF
Evanson Financial Mclean, Virginia $2.04B AUM
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Waterfront Wealth's DFUV Position: Q2 2026 in Review

Waterfront Wealth increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.42% in Q2 2026, buying an estimated $1.47K and bringing the position to 6,682 shares worth $368K. The position accounts for 0.06% of the portfolio, ranked #239.

Waterfront Wealth first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. 380 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Waterfront Wealth held 6,682 shares of Dimensional US Marketwide Value ETF worth $368K as of Q2 2026.
  • Waterfront Wealth bought 28 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $1.47K.
  • Dimensional US Marketwide Value ETF made up 0.06% of Waterfront Wealth's portfolio in Q2 2026, its #239 holding.
  • Waterfront Wealth first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
  • 380 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Waterfront Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.