Western Wealth Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Western 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	$264K	Buy	4,791 +12	+0.3%	+$630	0.01%	869
2026 Q1	$232K	Buy	+4,779	New	+$234K	0.01%	875
2024 Q2	–	Sell	-10,157	Closed	-$415K	–	662
2024 Q1	$415K	Hold	10,157	–	–	0.03%	416
2023 Q4	$378K	Hold	10,157	–	–	0.03%	482
2023 Q3	$346K	Hold	10,157	–	–	0.03%	469
2023 Q2	$350K	Hold	10,157	–	–	0.03%	463
2023 Q1	$340K	Hold	10,157	–	–	0.03%	465
2022 Q4	$340K	Sell	10,157 -10,157	-50%	-$338K	0.03%	431
2022 Q3	$602K	Buy	+20,314	New	+$661K	0.03%	428

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 $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 Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return

Western Wealth Management's DFUV Position: Q2 2026 in Review

Western Wealth Management increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.25% in Q2 2026, buying an estimated $630 and bringing the position to 4,791 shares worth $264K. The position accounts for 0.01% of the portfolio, ranked #869.

Western Wealth Management first reported a position in DFUV in Q3 2022 and has held it in 9 quarters since. The position peaked at $602K in Q3 2022. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Western Wealth Management held 4,791 shares of Dimensional US Marketwide Value ETF worth $264K as of Q2 2026.
Western Wealth Management bought 12 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $630.
Dimensional US Marketwide Value ETF made up 0.01% of Western Wealth Management's portfolio in Q2 2026, its #869 holding.
Western Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q3 2022 and has held it in 9 quarters since.
Western Wealth Management's Dimensional US Marketwide Value ETF position peaked at $602K in Q3 2022.
797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.