Websterrogers Financial Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Websterrogers Financial Advisors’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	$2.08M	Sell	37,761 -242	-0.6%	-$12.7K	0.53%	34
2026 Q1	$1.84M	Sell	38,003 -953	-2%	-$46.7K	0.53%	32
2025 Q4	$1.81M	Sell	38,956 -899	-2%	-$40.8K	0.53%	33
2025 Q3	$1.78M	Sell	39,855 -1,670	-4%	-$72.7K	0.53%	32
2025 Q2	$1.76M	Buy	41,525 +6	+0%	+$241	0.56%	31
2025 Q1	$1.71M	Sell	41,519 -546	-1%	-$22.9K	0.58%	32
2024 Q4	$1.72M	Buy	42,065 +11	+0%	+$467	0.6%	31
2024 Q3	$1.75M	Sell	42,054 -2,295	-5%	-$92.7K	0.61%	30
2024 Q2	$1.74M	Sell	44,349 -1,579	-3%	-$62.5K	0.62%	29
2024 Q1	$1.88M	Sell	45,928 -2,196	-5%	-$83.9K	0.67%	29
2023 Q4	$1.79M	Sell	48,124 -693	-1%	-$23.9K	0.75%	25
2023 Q3	$1.66M	Sell	48,817 -5,442	-10%	-$191K	0.73%	25
2023 Q2	$1.87M	Sell	54,259 -6,711	-11%	-$224K	0.82%	24
2023 Q1	$2.04M	Sell	60,970 -392	-0.6%	-$13.4K	0.94%	24
2022 Q4	$2.05M	Sell	61,362 -417	-0.7%	-$13.9K	0.99%	22
2022 Q3	$1.83M	Buy	+61,779	New	+$2.01M	0.96%	15

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

KAM

KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return

Websterrogers Financial Advisors's DFUV Position: Q2 2026 in Review

Websterrogers Financial Advisors reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 0.64% in Q2 2026, selling an estimated $12.7K and leaving 37,761 shares worth $2.08M. The position accounts for 0.53% of the portfolio, ranked #34.

Websterrogers Financial Advisors first reported a position in DFUV in Q3 2022 and has held it in 16 quarters since. 147 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Websterrogers Financial Advisors held 37,761 shares of Dimensional US Marketwide Value ETF worth $2.08M as of Q2 2026.
Websterrogers Financial Advisors sold 242 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $12.7K.
Dimensional US Marketwide Value ETF made up 0.53% of Websterrogers Financial Advisors's portfolio in Q2 2026, its #34 holding.
Websterrogers Financial Advisors first reported a position in Dimensional US Marketwide Value ETF in Q3 2022 and has held it in 16 quarters since.
147 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Websterrogers Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.