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Wedmont Private Capital’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Wedmont Private Capital’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 		$666K Buy
11,971
+8
+0.1% +$450 0.02% 509
2026
Q2 		$658K Buy
11,963
+7
+0.1% +$368 0.02% 471
2026
Q1 		$598K Buy
+11,956
New +$586K 0.02% 436
2025
Q1 		– Sell
-9,614
Closed -$391K – 721
2024
Q4 		$391K Hold
9,614
– – 0.02% 458
2024
Q3 		$401K Hold
9,614
– – 0.02% 429
2024
Q2 		$386K Buy
+9,614
New +$380K 0.02% 413

Other funds holding DFUV

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Wedmont Private Capital's DFUV Position: Q3 2026 in Review

Wedmont Private Capital increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.07% in Q3 2026, buying an estimated $450 and bringing the position to 11,971 shares worth $666K. The position accounts for 0.02% of the portfolio, ranked #509.

Wedmont Private Capital first reported a position in DFUV in Q2 2024 and has held it in 6 quarters since. 35 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

  • Wedmont Private Capital held 11,971 shares of Dimensional US Marketwide Value ETF worth $666K as of Q3 2026.
  • Wedmont Private Capital bought 8 Dimensional US Marketwide Value ETF shares in Q3 2026, an estimated $450.
  • Dimensional US Marketwide Value ETF made up 0.02% of Wedmont Private Capital's portfolio in Q3 2026, its #509 holding.
  • Wedmont Private Capital first reported a position in Dimensional US Marketwide Value ETF in Q2 2024 and has held it in 6 quarters since.
  • 35 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.