Willis Johnson & Associates’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Willis Johnson & Associates’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	-5,504	Closed	-$267K	–	119
2026 Q1	$267K	Sell	5,504 -32	-0.6%	-$1.57K	0.02%	164
2025 Q4	$258K	Sell	5,536 -65	-1%	-$2.95K	0.02%	154
2025 Q3	$250K	Buy	5,601 +3	+0.1%	+$131	0.02%	156
2025 Q2	$237K	Buy	5,598 +28	+0.5%	+$1.12K	0.02%	153
2025 Q1	$230K	Buy	5,570 +49	+0.9%	+$2.06K	0.02%	145
2024 Q4	$226K	Hold	5,521	–	–	0.02%	139
2024 Q3	$230K	Buy	+5,521	New	+$223K	0.02%	148

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

Willis Johnson & Associates's DFUV Position: Q2 2026 in Review

Willis Johnson & Associates sold out of Dimensional US Marketwide Value ETF (DFUV) in Q2 2026, closing a stake of 5,504 shares — an estimated $267K sold.

Willis Johnson & Associates first reported a position in DFUV in Q3 2024 and held it in 7 quarters. The position peaked at $267K in Q1 2026. 803 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Willis Johnson & Associates reported no remaining Dimensional US Marketwide Value ETF position as of Q2 2026 after selling out during the quarter.
Willis Johnson & Associates sold 5,504 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $267K.
Willis Johnson & Associates first reported a position in Dimensional US Marketwide Value ETF in Q3 2024 and held it in 7 quarters.
Willis Johnson & Associates's Dimensional US Marketwide Value ETF position peaked at $267K in Q1 2026.
803 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Willis Johnson & Associates's 13F filing for Q2 2026, filed 13 Aug 2026.