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WPWealth’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

WPWealth’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 		$30.1M Sell
547,549
-52,915
-9% -$2.78M 4.47% 7
2026
Q1 		$29.1M Buy
600,464
+20,176
+3% +$990K 4.45% 8
2025
Q4 		$27M Buy
580,288
+43,970
+8% +$1.99M 4.23% 8
2025
Q3 		$24M Buy
536,318
+52,138
+11% +$2.27M 3.92% 8
2025
Q2 		$20.5M Buy
484,180
+142,511
+42% +$5.72M 3.69% 9
2025
Q1 		$14.1M Buy
341,669
+20,837
+6% +$875K 2.78% 9
2024
Q4 		$13.1M Buy
320,832
+7,496
+2% +$318K 2.68% 9
2024
Q3 		$13.1M Sell
313,336
-5,079
-2% -$205K 2.71% 9
2024
Q2 		$12.5M Buy
318,415
+4,094
+1% +$162K 3.02% 9
2024
Q1 		$12.9M Sell
314,321
-21,219
-6% -$811K 3.32% 8
2023
Q4 		$12.5M Sell
335,540
-6,283
-2% -$216K 3.87% 7
2023
Q3 		$11.6M Sell
341,823
-19,121
-5% -$670K 4.45% 7
2023
Q2 		$12.5M Sell
360,944
-24,699
-6% -$825K 5.34% 6
2023
Q1 		$12.9M Sell
385,643
-112,503
-23% -$3.85M 5.96% 4
2022
Q4 		$16.7M Buy
+498,146
New +$16.6M 8.72% 3

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

WPWealth's DFUV Position: Q2 2026 in Review

WPWealth reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 8.8% in Q2 2026, selling an estimated $2.78M and leaving 547,549 shares worth $30.1M. The position accounts for 4.47% of the portfolio, ranked #7.

WPWealth first reported a position in DFUV in Q4 2022 and has held it in 15 quarters since. 798 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • WPWealth held 547,549 shares of Dimensional US Marketwide Value ETF worth $30.1M as of Q2 2026.
  • WPWealth sold 52,915 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $2.78M.
  • Dimensional US Marketwide Value ETF made up 4.47% of WPWealth's portfolio in Q2 2026, its #7 holding.
  • WPWealth first reported a position in Dimensional US Marketwide Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 798 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on WPWealth's 13F filing for Q2 2026, filed 10 Aug 2026.