WestHill Financial Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

WestHill Financial Advisors’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	$848K	Hold	15,411	–	–	0.14%	38
2026 Q1	$747K	Sell	15,411 -315	-2%	-$15.5K	0.14%	39
2025 Q4	$733K	Hold	15,726	–	–	0.14%	40
2025 Q3	$703K	Hold	15,726	–	–	0.14%	36
2025 Q2	$665K	Hold	15,726	–	–	0.14%	35
2025 Q1	$648K	Hold	15,726	–	–	0.15%	34
2024 Q4	$644K	Hold	15,726	–	–	0.14%	35
2024 Q3	$656K	Hold	15,726	–	–	0.15%	34
2024 Q2	$618K	Hold	15,726	–	–	0.15%	32
2024 Q1	$643K	Hold	15,726	–	–	0.16%	32
2023 Q4	$585K	Hold	15,726	–	–	0.16%	31
2023 Q3	$535K	Sell	15,726 -934	-6%	-$32.7K	0.16%	30
2023 Q2	$575K	Hold	16,660	–	–	0.16%	30
2023 Q1	$558K	Sell	16,660 -939	-5%	-$32.1K	0.17%	30
2022 Q4	$589K	Buy	17,599 +939	+6%	+$31.2K	0.19%	33
2022 Q3	$493K	Sell	16,660 -239	-1%	-$7.77K	0.17%	31
2022 Q2	$534K	Buy	+16,899	New	+$562K	0.18%	30

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 28.19% 1-Year Est. Return

WestHill Financial Advisors's DFUV Position: Q2 2026 in Review

WestHill Financial Advisors held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 15,411 shares worth $848K. The position accounts for 0.14% of the portfolio, ranked #38.

WestHill Financial Advisors first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

WestHill Financial Advisors held 15,411 shares of Dimensional US Marketwide Value ETF worth $848K as of Q2 2026.
WestHill Financial Advisors left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
Dimensional US Marketwide Value ETF made up 0.14% of WestHill Financial Advisors's portfolio in Q2 2026, its #38 holding.
WestHill Financial Advisors first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on WestHill Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.