Wealth Advisors of Iowa’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Wealth Advisors of Iowa’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	$274K	Hold	4,986	–	–	0.07%	74
2026 Q1	$242K	Hold	4,986	–	–	0.07%	82
2025 Q4	$232K	Hold	4,986	–	–	0.08%	77
2025 Q3	$223K	Hold	4,986	–	–	0.08%	77
2025 Q2	$211K	Hold	4,986	–	–	0.08%	71
2025 Q1	$205K	Sell	4,986 -1,000	-17%	-$42K	0.09%	72
2024 Q4	$245K	Hold	5,986	–	–	0.12%	55
2024 Q3	$250K	Sell	5,986 -1,971	-25%	-$79.7K	0.13%	59
2024 Q2	$306K	Buy	7,957 +1,971	+33%	+$78K	0.17%	32
2024 Q1	$245K	Hold	5,986	–	–	0.15%	55
2023 Q4	$223K	Hold	5,986	–	–	0.15%	54
2023 Q3	$204K	Buy	+5,986	New	+$210K	0.14%	54

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

Wealth Advisors of Iowa's DFUV Position: Q2 2026 in Review

Wealth Advisors of Iowa held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 4,986 shares worth $274K. The position accounts for 0.07% of the portfolio, ranked #74.

Wealth Advisors of Iowa first reported a position in DFUV in Q3 2023 and has held it in 12 quarters since. The position peaked at $306K in Q2 2024. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Wealth Advisors of Iowa held 4,986 shares of Dimensional US Marketwide Value ETF worth $274K as of Q2 2026.
Wealth Advisors of Iowa left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
Dimensional US Marketwide Value ETF made up 0.07% of Wealth Advisors of Iowa's portfolio in Q2 2026, its #74 holding.
Wealth Advisors of Iowa first reported a position in Dimensional US Marketwide Value ETF in Q3 2023 and has held it in 12 quarters since.
Wealth Advisors of Iowa's Dimensional US Marketwide Value ETF position peaked at $306K in Q2 2024.
797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

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