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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 Sell
152,581
-3,822
-2% -$201K 2.81% 9
2026
Q1 		$7.43M Buy
156,403
+469
+0.3% +$23K 2.86% 9
2025
Q4 		$7.26M Buy
155,934
+21
+0% +$952 2.72% 9
2025
Q3 		$6.97M Buy
155,913
+25
+0% +$1.09K 2.66% 9
2025
Q2 		$6.59M Buy
155,888
+27
+0% +$1.08K 2.71% 9
2025
Q1 		$6.42M Buy
155,861
+22
+0% +$924 3.04% 9
2024
Q4 		$6.38M Buy
155,839
+25
+0% +$1.06K 3.16% 9
2024
Q3 		$6.5M Buy
155,814
+24
+0% +$970 3.26% 8
2024
Q2 		$6.09M Buy
155,790
+25
+0% +$989 3.47% 7
2024
Q1 		$6.35M Buy
155,765
+20
+0% +$764 3.82% 6
2023
Q4 		$5.8M Buy
155,745
+22
+0% +$757 3.81% 6
2023
Q3 		$5.3M Buy
155,723
+28
+0% +$981 3.92% 7
2023
Q2 		$5.37M Sell
155,695
-22,387
-13% -$748K 4.01% 7
2023
Q1 		$5.96M Buy
178,082
+26
+0% +$890 4.9% 5
2022
Q4 		$5.96M Buy
178,056
+22
+0% +$731 5.11% 5
2022
Q3 		$5.27M Sell
178,034
-1,603
-0.9% -$52.1K 4.93% 5
2022
Q2 		$5.68M Buy
+179,637
New +$5.98M 5.25% 4

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Focus Partners Wealth
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
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HighTower Advisors
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
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

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

Woodward Financial Advisors reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 2.4% in Q2 2026, selling an estimated $201K and leaving 152,581 shares worth $8.39M. The position accounts for 2.81% of the portfolio, ranked #9.

Woodward Financial Advisors first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. 803 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.
  • Woodward Financial Advisors sold 3,822 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $201K.
  • Dimensional US Marketwide Value ETF made up 2.81% of Woodward Financial Advisors's portfolio in Q2 2026, its #9 holding.
  • Woodward Financial Advisors first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
  • 803 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.