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

Wealth Enhancement Trust 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
Q2 		$1.11M Hold
20,088
– – 0.12% 139
2026
Q1 		$973K Sell
20,088
-404
-2% -$19.8K 0.12% 147
2025
Q4 		$955K Buy
+20,492
New +$929K 0.12% 137

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
HighTower Advisors
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
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 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
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Wealth Enhancement Trust Services's DFUV Position: Q2 2026 in Review

Wealth Enhancement Trust Services held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 20,088 shares worth $1.11M. The position accounts for 0.12% of the portfolio, ranked #139.

Wealth Enhancement Trust Services first reported a position in DFUV in Q4 2025 and has held it in 3 quarters since. 667 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Wealth Enhancement Trust Services held 20,088 shares of Dimensional US Marketwide Value ETF worth $1.11M as of Q2 2026.
  • Wealth Enhancement Trust Services left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
  • Dimensional US Marketwide Value ETF made up 0.12% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #139 holding.
  • Wealth Enhancement Trust Services first reported a position in Dimensional US Marketwide Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 667 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.