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

Woodward Financial Advisors’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	$8.39M	Buy	+152,581	New	+$8.01M	2.81%	9

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 27.94% 1-Year Est. Return

Woodward Financial Advisors's DFUV Position: Q2 2026 in Review

Woodward Financial Advisors opened a new position in Dimensional US Marketwide Value ETF (DFUV) in Q2 2026: 152,581 shares worth $8.39M. The stake represents 2.81% of the portfolio and ranks #9 among its holdings.

794 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Woodward Financial Advisors held 152,581 shares of Dimensional US Marketwide Value ETF worth $8.39M as of Q2 2026.
Dimensional US Marketwide Value ETF was a new Woodward Financial Advisors position in Q2 2026.
Dimensional US Marketwide Value ETF made up 2.81% of Woodward Financial Advisors's portfolio in Q2 2026, its #9 holding.
794 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Woodward Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.