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
Q3 		$110M Buy
1,982,111
+128,742
+7% +$7.24M 0.16% 108
2026
Q2 		$102M Buy
1,853,369
+46,703
+3% +$2.45M 0.17% 106
2026
Q1 		$87.9M Sell
1,806,666
-895,614
-33% -$43.9M 0.18% 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

Other funds holding DFUV

Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
SC
Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
PWIA
Porter White Investment Advisors Birmingham, Alabama $161M AUM 13.97% 1-Year Est. Return
DEM
Disciplined Equity Management Neptune Beach, Florida $227M AUM 20.15% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
GWMT
Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $353M AUM 11.9% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealth Enhancement Advisory Services's DFUV Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Dimensional US Marketwide Value ETF (DFUV) stake by 6.9% in Q3 2026, buying an estimated $7.24M and bringing the position to 1,982,111 shares worth $110M. The position accounts for 0.16% of the portfolio, ranked #108.

Wealth Enhancement Advisory Services first reported a position in DFUV in Q2 2022 and has held it in 16 quarters since. The position peaked at $135M in Q1 2024. 114 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

  • Wealth Enhancement Advisory Services held 1,982,111 shares of Dimensional US Marketwide Value ETF worth $110M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 128,742 Dimensional US Marketwide Value ETF shares in Q3 2026, an estimated $7.24M.
  • Dimensional US Marketwide Value ETF made up 0.16% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #108 holding.
  • Wealth Enhancement Advisory Services first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 16 quarters since.
  • Wealth Enhancement Advisory Services's Dimensional US Marketwide Value ETF position peaked at $135M in Q1 2024.
  • 114 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.