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

Whalen 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 		– Sell
-7,036
Closed -$341K – 204
2026
Q1 		$341K Buy
7,036
+25
+0.4% +$1.23K 0.18% 141
2025
Q4 		$327K Buy
7,011
+25
+0.4% +$1.13K 0.18% 155
2025
Q3 		$312K Buy
6,986
+31
+0.4% +$1.35K 0.18% 126
2025
Q2 		$294K Buy
6,955
+32
+0.5% +$1.28K 0.18% 142
2025
Q1 		$285K Buy
6,923
+28
+0.4% +$1.18K 0.19% 106
2024
Q4 		$282K Buy
6,895
+29
+0.4% +$1.23K 0.2% 99
2024
Q3 		$286K Buy
6,866
+29
+0.4% +$1.17K 0.2% 91
2024
Q2 		$268K Buy
6,837
+31
+0.5% +$1.23K 0.21% 84
2024
Q1 		$278K Hold
6,806
– – 0.21% 74
2023
Q4 		$253K Buy
+6,806
New +$234K 0.23% 91

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 $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
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

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

Whalen Wealth Management sold out of Dimensional US Marketwide Value ETF (DFUV) in Q2 2026, closing a stake of 7,036 shares — an estimated $341K sold.

Whalen Wealth Management first reported a position in DFUV in Q4 2023 and held it in 10 quarters. The position peaked at $341K in Q1 2026. 803 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Whalen Wealth Management reported no remaining Dimensional US Marketwide Value ETF position as of Q2 2026 after selling out during the quarter.
  • Whalen Wealth Management sold 7,036 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $341K.
  • Whalen Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q4 2023 and held it in 10 quarters.
  • Whalen Wealth Management's Dimensional US Marketwide Value ETF position peaked at $341K in Q1 2026.
  • 803 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

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