Wealthcare Advisory Partners’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Wealthcare Advisory Partners’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	$1.23M	Sell	22,330 -7,797	-26%	-$409K	0.02%	463
2026 Q1	$1.46M	Buy	30,127 +5,477	+22%	+$269K	0.03%	431
2025 Q4	$1.15M	Buy	24,650 +219	+0.9%	+$9.93K	0.02%	477
2025 Q3	$1.09M	Sell	24,431 -278	-1%	-$12.1K	0.02%	481
2025 Q2	$1.04M	Sell	24,709 -193	-0.8%	-$7.75K	0.02%	471
2025 Q1	$1.03M	Buy	24,902 +251	+1%	+$10.5K	0.03%	436
2024 Q4	$1.01M	Buy	24,651 +28	+0.1%	+$1.19K	0.03%	416
2024 Q3	$1.03M	Sell	24,623 -122	-0.5%	-$4.93K	0.03%	416
2024 Q2	$972K	Buy	24,745 +24	+0.1%	+$950	0.03%	391
2024 Q1	$1.01M	Buy	24,721 +7,549	+44%	+$288K	0.03%	360
2023 Q4	$639K	Buy	17,172 +26	+0.2%	+$895	0.03%	433
2023 Q3	$583K	Sell	17,146 -107	-0.6%	-$3.75K	0.03%	395
2023 Q2	$595K	Sell	17,253 -234	-1%	-$7.82K	0.03%	402
2023 Q1	$585K	Buy	17,487 +1,353	+8%	+$46.3K	0.03%	411
2022 Q4	$540K	Sell	16,134 -421	-3%	-$14K	0.03%	404
2022 Q3	$490K	Sell	16,555 -3,280	-17%	-$107K	0.03%	365
2022 Q2	$627K	Buy	+19,835	New	+$660K	0.04%	281

Other funds holding DFUV

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

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

Evanson Financial Mclean, Virginia $2.04B AUM

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

TFM

TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return

Wealthcare Advisory Partners's DFUV Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 26% in Q2 2026, selling an estimated $409K and leaving 22,330 shares worth $1.23M. The position accounts for 0.02% of the portfolio, ranked #463.

Wealthcare Advisory Partners first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.46M in Q1 2026. 235 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Wealthcare Advisory Partners held 22,330 shares of Dimensional US Marketwide Value ETF worth $1.23M as of Q2 2026.
Wealthcare Advisory Partners sold 7,797 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $409K.
Dimensional US Marketwide Value ETF made up 0.02% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #463 holding.
Wealthcare Advisory Partners first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
Wealthcare Advisory Partners's Dimensional US Marketwide Value ETF position peaked at $1.46M in Q1 2026.
235 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.