Westmount Partners’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Westmount Partners’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	$3.28M	Sell	59,582 -658	-1%	-$34.5K	0.72%	25
2026 Q1	$2.92M	Hold	60,240	–	–	0.72%	28
2025 Q4	$2.81M	Hold	60,240	–	–	0.7%	32
2025 Q3	$2.69M	Hold	60,240	–	–	0.7%	31
2025 Q2	$2.55M	Hold	60,240	–	–	0.7%	30
2025 Q1	$2.48M	Hold	60,240	–	–	0.76%	28
2024 Q4	$2.47M	Hold	60,240	–	–	0.75%	27
2024 Q3	$2.51M	Hold	60,240	–	–	0.76%	27
2024 Q2	$2.36M	Hold	60,240	–	–	0.78%	26
2024 Q1	$2.46M	Hold	60,240	–	–	0.89%	24
2023 Q4	$2.24M	Hold	60,240	–	–	0.92%	23
2023 Q3	$2.05M	Hold	60,240	–	–	0.9%	25
2023 Q2	$2.08M	Hold	60,240	–	–	0.9%	24
2023 Q1	$2.02M	Hold	60,240	–	–	0.93%	23
2022 Q4	$2.02M	Buy	+60,240	New	+$2M	1.05%	21

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

Westmount Partners's DFUV Position: Q2 2026 in Review

Westmount Partners reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 1.1% in Q2 2026, selling an estimated $34.5K and leaving 59,582 shares worth $3.28M. The position accounts for 0.72% of the portfolio, ranked #25.

Westmount Partners 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.

Westmount Partners held 59,582 shares of Dimensional US Marketwide Value ETF worth $3.28M as of Q2 2026.
Westmount Partners sold 658 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $34.5K.
Dimensional US Marketwide Value ETF made up 0.72% of Westmount Partners's portfolio in Q2 2026, its #25 holding.
Westmount Partners 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 Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.