WoodTrust Financial’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

WoodTrust Financial’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	$727K	Hold	13,215	–	–	0.09%	102
2026 Q1	$640K	Buy	13,215 +3,134	+31%	+$154K	0.08%	103
2025 Q4	$470K	Hold	10,081	–	–	0.05%	124
2025 Q3	$451K	Hold	10,081	–	–	0.05%	127
2025 Q2	$426K	Hold	10,081	–	–	0.05%	110
2025 Q1	$415K	Hold	10,081	–	–	0.06%	123
2024 Q4	$413K	Hold	10,081	–	–	0.06%	130
2024 Q3	$420K	Hold	10,081	–	–	0.06%	122
2024 Q2	$396K	Hold	10,081	–	–	0.06%	124
2024 Q1	$412K	Hold	10,081	–	–	0.07%	123
2023 Q4	$375K	Sell	10,081 -94,975	-90%	-$3.27M	0.06%	119
2023 Q3	$3.57M	Buy	105,056 +375	+0.4%	+$13.1K	0.68%	38
2023 Q2	$3.61M	Hold	104,681	–	–	0.67%	38
2023 Q1	$3.5M	Hold	104,681	–	–	0.68%	39
2022 Q4	$3.5M	Hold	104,681	–	–	0.72%	39
2022 Q3	$3.1M	Hold	104,681	–	–	0.7%	42
2022 Q2	$3.31M	Buy	+104,681	New	+$3.48M	0.74%	39

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 $103B AUM 28.65% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return

WoodTrust Financial's DFUV Position: Q2 2026 in Review

WoodTrust Financial held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 13,215 shares worth $727K. The position accounts for 0.09% of the portfolio, ranked #102.

WoodTrust Financial first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.61M in Q2 2023. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

WoodTrust Financial held 13,215 shares of Dimensional US Marketwide Value ETF worth $727K as of Q2 2026.
WoodTrust Financial left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
Dimensional US Marketwide Value ETF made up 0.09% of WoodTrust Financial's portfolio in Q2 2026, its #102 holding.
WoodTrust Financial first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
WoodTrust Financial's Dimensional US Marketwide Value ETF position peaked at $3.61M in Q2 2023.
797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on WoodTrust Financial's 13F filing for Q2 2026, filed 27 Jul 2026.