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

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return