WRPWM
DFUV icon

Werba Rubin Papier Wealth Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Werba Rubin Papier Wealth 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 		$10.1M Sell
183,415
-1,556
-0.8% -$81.7K 1.23% 16
2026
Q1 		$8.96M Sell
184,971
-1,591
-0.9% -$78K 1.25% 16
2025
Q4 		$8.69M Sell
186,562
-506
-0.3% -$23K 2.36% 9
2025
Q3 		$8.36M Sell
187,068
-417
-0.2% -$18.2K 1.35% 14
2025
Q2 		$7.93M Sell
187,485
-17,820
-9% -$716K 1.49% 14
2025
Q1 		$8.46M Sell
205,305
-716
-0.3% -$30.1K 1.84% 13
2024
Q4 		$8.43M Sell
206,021
-379
-0.2% -$16.1K 1.99% 9
2024
Q3 		$8.6M Sell
206,400
-1,253
-0.6% -$50.6K 2.02% 8
2024
Q2 		$8.15M Sell
207,653
-163,980
-44% -$6.49M 2.25% 8
2024
Q1 		$15.2M Sell
371,633
-2,616
-0.7% -$99.9K 4.41% 6
2023
Q4 		$13.9M Sell
374,249
-1,433
-0.4% -$49.3K 4.73% 6
2023
Q3 		$12.8M Sell
375,682
-7,885
-2% -$276K 4.55% 6
2023
Q2 		$13.2M Sell
383,567
-9,543
-2% -$319K 4.59% 6
2023
Q1 		$13.2M Sell
393,110
-225
-0.1% -$7.7K 5.17% 6
2022
Q4 		$13.2M Buy
+393,335
New +$13.1M 5.43% 5

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 27.94% 1-Year Est. Return

Werba Rubin Papier Wealth Management's DFUV Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 0.84% in Q2 2026, selling an estimated $81.7K and leaving 183,415 shares worth $10.1M. The position accounts for 1.23% of the portfolio, ranked #16.

Werba Rubin Papier Wealth Management first reported a position in DFUV in Q4 2022 and has held it in 15 quarters since. The position peaked at $15.2M in Q1 2024. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Werba Rubin Papier Wealth Management held 183,415 shares of Dimensional US Marketwide Value ETF worth $10.1M as of Q2 2026.
  • Werba Rubin Papier Wealth Management sold 1,556 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $81.7K.
  • Dimensional US Marketwide Value ETF made up 1.23% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #16 holding.
  • Werba Rubin Papier Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q4 2022 and has held it in 15 quarters since.
  • Werba Rubin Papier Wealth Management's Dimensional US Marketwide Value ETF position peaked at $15.2M in Q1 2024.
  • 797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.