Weinberger Asset Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Weinberger Asset 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
2026 Q2	$8.54M	Buy	153,561 +12,144	+9%	+$638K	2.74%	10
2026 Q1	$6.85M	Buy	141,417 +11,960	+9%	+$587K	2.57%	13
2025 Q4	$6.03M	Buy	129,457 +10,921	+9%	+$495K	2.17%	13
2025 Q3	$5.3M	Buy	118,536 +19,121	+19%	+$833K	1.92%	13
2025 Q2	$4.2M	Buy	99,415 +12,457	+14%	+$500K	1.62%	16
2025 Q1	$3.58M	Buy	86,958 +1,434	+2%	+$60.2K	1.54%	19
2024 Q4	$3.5M	Buy	85,524 +11,503	+16%	+$488K	1.46%	20
2024 Q3	$3.09M	Buy	74,021 +15,339	+26%	+$620K	1.32%	20
2024 Q2	$2.3M	Buy	58,682 +7,793	+15%	+$308K	1.09%	25
2024 Q1	$2.08M	Buy	50,889 +10,323	+25%	+$394K	1.01%	26
2023 Q4	$1.51M	Buy	40,566 +3,126	+8%	+$108K	0.78%	31
2023 Q3	$1.27M	Buy	37,440 +11,438	+44%	+$401K	0.73%	30
2023 Q2	$897K	Buy	26,002 +9,929	+62%	+$332K	0.49%	39
2023 Q1	$538K	Buy	16,073 +8,345	+108%	+$286K	0.31%	52
2022 Q4	$259K	Buy	+7,728	New	+$257K	0.16%	67

Other funds holding DFUV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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

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 Chicago, Illinois $860B AUM 41.15% 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

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

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

Weinberger Asset Management's DFUV Position: Q2 2026 in Review

Weinberger Asset Management increased its Dimensional US Marketwide Value ETF (DFUV) stake by 8.6% in Q2 2026, buying an estimated $638K and bringing the position to 153,561 shares worth $8.54M. The position accounts for 2.74% of the portfolio, ranked #10.

Weinberger Asset Management first reported a position in DFUV in Q4 2022 and has held it in 15 quarters since. 800 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Weinberger Asset Management held 153,561 shares of Dimensional US Marketwide Value ETF worth $8.54M as of Q2 2026.
Weinberger Asset Management bought 12,144 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $638K.
Dimensional US Marketwide Value ETF made up 2.74% of Weinberger Asset Management's portfolio in Q2 2026, its #10 holding.
Weinberger Asset Management first reported a position in Dimensional US Marketwide Value ETF in Q4 2022 and has held it in 15 quarters since.
800 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Weinberger Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.