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 Q3	$727K	Hold	13,215	–	–	0.09%	98
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

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

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

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

BTWM

Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return

SFC

Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

WoodTrust Financial's DFUV Position: Q3 2026 in Review

WoodTrust Financial held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q3 2026 at 13,215 shares worth $727K. The position accounts for 0.09% of the portfolio, ranked #98.

WoodTrust Financial first reported a position in DFUV in Q2 2022 and has held it in 18 quarters since. The position peaked at $3.61M in Q2 2023. 35 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

WoodTrust Financial held 13,215 shares of Dimensional US Marketwide Value ETF worth $727K as of Q3 2026.
WoodTrust Financial left its Dimensional US Marketwide Value ETF share count unchanged in Q3 2026.
Dimensional US Marketwide Value ETF made up 0.09% of WoodTrust Financial's portfolio in Q3 2026, its #98 holding.
WoodTrust Financial first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 18 quarters since.
WoodTrust Financial's Dimensional US Marketwide Value ETF position peaked at $3.61M in Q2 2023.
35 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

Based on WoodTrust Financial's 13F filing for Q3 2026, filed 9 Oct 2026.