Williams & Novak’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Williams & Novak’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 Q3	$693K	Buy	12,608 +115	+0.9%	+$6.46K	0.41%	56
2026 Q2	$687K	Sell	12,493 -1,871	-13%	-$98.2K	0.45%	60
2026 Q1	$698K	Sell	14,364 -201	-1%	-$9.9K	0.52%	53
2025 Q4	$679K	Buy	14,565 +1,067	+8%	+$48.4K	0.51%	50
2025 Q3	$603K	Sell	13,498 -780	-5%	-$34K	0.46%	57
2025 Q2	$604K	Sell	14,278 -25	-0.2%	-$1K	0.51%	55
2025 Q1	$589K	Sell	14,303 -759	-5%	-$31.9K	0.58%	45
2024 Q4	$616K	Sell	15,062 -1,218	-7%	-$51.7K	0.59%	46
2024 Q3	$679K	Buy	+16,280	New	+$658K	0.63%	44

Other funds holding DFUV

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Trust Company of the South Greensboro, North Carolina $714M AUM 17.67% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.03B AUM

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return

Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return

Porter White Investment Advisors Birmingham, Alabama $161M AUM 13.97% 1-Year Est. Return

Disciplined Equity Management Neptune Beach, Florida $227M AUM 20.15% 1-Year Est. Return

Williams & Novak's DFUV Position: Q3 2026 in Review

Williams & Novak increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.92% in Q3 2026, buying an estimated $6.46K and bringing the position to 12,608 shares worth $693K. The position accounts for 0.41% of the portfolio, ranked #56.

Williams & Novak first reported a position in DFUV in Q3 2024 and has held it in 9 quarters since. The position peaked at $698K in Q1 2026. 269 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

Williams & Novak held 12,608 shares of Dimensional US Marketwide Value ETF worth $693K as of Q3 2026.
Williams & Novak bought 115 Dimensional US Marketwide Value ETF shares in Q3 2026, an estimated $6.46K.
Dimensional US Marketwide Value ETF made up 0.41% of Williams & Novak's portfolio in Q3 2026, its #56 holding.
Williams & Novak first reported a position in Dimensional US Marketwide Value ETF in Q3 2024 and has held it in 9 quarters since.
Williams & Novak's Dimensional US Marketwide Value ETF position peaked at $698K in Q1 2026.
269 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

Based on Williams & Novak's 13F filing for Q3 2026, filed 9 Oct 2026.