Wealth Enhancement Advisory Services
DFUV icon

Wealth Enhancement Advisory Services’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Wealth Enhancement Advisory Services’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
Q1 		$87.9M Sell
1,806,666
-895,614
-33% -$43.9M 0.19% 103
2025
Q4 		$130M Sell
2,702,280
-82,181
-3% -$3.73M 0.18% 98
2025
Q3 		$125M Sell
2,784,461
-55,804
-2% -$2.43M 0.19% 104
2025
Q2 		$123M Buy
2,840,265
+1,494
+0.1% +$60K 0.2% 92
2025
Q1 		$117M Sell
2,838,771
-51,354
-2% -$2.16M 0.22% 85
2024
Q4 		$118M Sell
2,890,125
-20,171
-0.7% -$856K 0.23% 89
2024
Q3 		$121M Sell
2,910,296
-377,659
-11% -$15.3M 0.26% 73
2024
Q2 		$129M Sell
3,287,955
-18,197
-0.6% -$720K 0.31% 62
2024
Q1 		$135M Sell
3,306,152
-186,520
-5% -$7.13M 0.35% 57
2023
Q4 		$130M Sell
3,492,672
-100,759
-3% -$3.47M 0.38% 52
2023
Q3 		$122M Buy
3,593,431
+3,572,568
+17,124% +$125M 0.4% 50
2023
Q2 		$720K Sell
20,863
-5,246
-20% -$175K 0.01% 308
2023
Q1 		$874K Buy
+26,109
New +$894K 0.01% 319
2022
Q3 		– Sell
-8,173
Closed -$259K – 334
2022
Q2 		$259K Buy
+8,173
New +$272K ﹤0.01% 313

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