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 Q2	$687K	Sell	12,493 -1,871	-13%	-$98.2K	0.45%	60
2026 Q1	$698K	Sell	14,364 -201	-1%	-$9.86K	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

EWM

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TCOTS

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

BHWM

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

KAM

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

Williams & Novak's DFUV Position: Q2 2026 in Review

Williams & Novak reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 13% in Q2 2026, selling an estimated $98.2K and leaving 12,493 shares worth $687K. The position accounts for 0.45% of the portfolio, ranked #60.

Williams & Novak first reported a position in DFUV in Q3 2024 and has held it in 8 quarters since. The position peaked at $698K in Q1 2026. 147 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Williams & Novak held 12,493 shares of Dimensional US Marketwide Value ETF worth $687K as of Q2 2026.
Williams & Novak sold 1,871 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $98.2K.
Dimensional US Marketwide Value ETF made up 0.45% of Williams & Novak's portfolio in Q2 2026, its #60 holding.
Williams & Novak first reported a position in Dimensional US Marketwide Value ETF in Q3 2024 and has held it in 8 quarters since.
Williams & Novak's Dimensional US Marketwide Value ETF position peaked at $698K in Q1 2026.
147 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Williams & Novak's 13F filing for Q2 2026, filed 8 Jul 2026.