WDL
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Well Done LLC’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Well Done LLC’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 		$313K Hold
5,684
– – 0.04% 160
2026
Q1 		$275K Hold
5,684
– – 0.04% 161
2025
Q4 		$265K Hold
5,684
– – 0.04% 165
2025
Q3 		$254K Hold
5,684
– – 0.04% 158
2025
Q2 		$240K Hold
5,684
– – 0.05% 153
2025
Q1 		$233K Hold
5,684
– – 0.04% 161
2024
Q4 		$237K Hold
5,684
– – 0.04% 159
2024
Q3 		$237K Sell
5,684
-1,303
-19% -$52.7K 0.04% 160
2024
Q2 		$274K Buy
6,987
+3
+0% +$119 0.06% 150
2024
Q1 		$286K Hold
6,984
– – 0.06% 149
2023
Q4 		$260K Hold
6,984
– – 0.05% 153
2023
Q3 		$238K Hold
6,984
– – 0.05% 143
2023
Q2 		$241K Hold
6,984
– – 0.05% 141
2023
Q1 		$234K Hold
6,984
– – 0.05% 154
2022
Q4 		$234K Hold
6,984
– – 0.05% 159
2022
Q3 		$207K Buy
+6,984
New +$227K 0.05% 152

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

Well Done LLC's DFUV Position: Q2 2026 in Review

Well Done LLC held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 5,684 shares worth $313K. The position accounts for 0.04% of the portfolio, ranked #160.

Well Done LLC first reported a position in DFUV in Q3 2022 and has held it in 16 quarters since. 798 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Well Done LLC held 5,684 shares of Dimensional US Marketwide Value ETF worth $313K as of Q2 2026.
  • Well Done LLC left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
  • Dimensional US Marketwide Value ETF made up 0.04% of Well Done LLC's portfolio in Q2 2026, its #160 holding.
  • Well Done LLC first reported a position in Dimensional US Marketwide Value ETF in Q3 2022 and has held it in 16 quarters since.
  • 798 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Well Done LLC's 13F filing for Q2 2026, filed 24 Jul 2026.