Wealthcare Capital Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Wealthcare Capital Management’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
2025 Q2	–	Sell	-6,053	Closed	-$249K	–	84
2025 Q1	$249K	Sell	6,053 -90	-1%	-$3.78K	0.03%	79
2024 Q4	$251K	Hold	6,143	–	–	0.03%	80
2024 Q3	$256K	Hold	6,143	–	–	0.03%	75
2024 Q2	$241K	Sell	6,143 -1,864	-23%	-$73.8K	0.03%	76
2024 Q1	$327K	Sell	8,007 -725	-8%	-$27.7K	0.04%	65
2023 Q4	$325K	Buy	8,732 +25	+0.3%	+$861	0.04%	64
2023 Q3	$296K	Buy	8,707 +33	+0.4%	+$1.16K	0.04%	60
2023 Q2	$299K	Buy	8,674 +255	+3%	+$8.52K	0.04%	61
2023 Q1	$282K	Sell	8,419 -208	-2%	-$7.12K	0.03%	61
2022 Q4	$289K	Buy	+8,627	New	+$287K	0.04%	63
2022 Q3	–	Sell	-6,373	Closed	-$201K	–	65
2022 Q2	$201K	Buy	+6,373	New	+$212K	0.02%	65

Other funds holding DFUV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Wealthcare Capital Management's DFUV Position: Q2 2025 in Review

Wealthcare Capital Management sold out of Dimensional US Marketwide Value ETF (DFUV) in Q2 2025, closing a stake of 6,053 shares — an estimated $249K sold.

Wealthcare Capital Management first reported a position in DFUV in Q2 2022 and held it in 11 quarters. The position peaked at $327K in Q1 2024. 675 funds tracked by Wall St. Rank hold DFUV as of Q2 2025.

Wealthcare Capital Management reported no remaining Dimensional US Marketwide Value ETF position as of Q2 2025 after selling out during the quarter.
Wealthcare Capital Management sold 6,053 Dimensional US Marketwide Value ETF shares in Q2 2025, an estimated $249K.
Wealthcare Capital Management first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and held it in 11 quarters.
Wealthcare Capital Management's Dimensional US Marketwide Value ETF position peaked at $327K in Q1 2024.
675 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2025.

Based on Wealthcare Capital Management's 13F filing for Q2 2025, filed 22 Jul 2025.