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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
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

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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 $77.5B AUM 28.19% 1-Year Est. Return

Wedmont Private Capital's DFUV Position: Q2 2026 in Review

Wedmont Private Capital increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.06% in Q2 2026, buying an estimated $368 and bringing the position to 11,963 shares worth $658K. The position accounts for 0.02% of the portfolio, ranked #471.

Wedmont Private Capital first reported a position in DFUV in Q2 2024 and has held it in 5 quarters since. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Wedmont Private Capital held 11,963 shares of Dimensional US Marketwide Value ETF worth $658K as of Q2 2026.
  • Wedmont Private Capital bought 7 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $368.
  • Dimensional US Marketwide Value ETF made up 0.02% of Wedmont Private Capital's portfolio in Q2 2026, its #471 holding.
  • Wedmont Private Capital first reported a position in Dimensional US Marketwide Value ETF in Q2 2024 and has held it in 5 quarters since.
  • 797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.