TFC Financial Management, Inc. DFUV holdings history
DIMENSIONAL US MARKETWIDE VA · CUSIP 25434V724 · CIK 1827844
As of 2026-06-30, TFC Financial Management, Inc. reported 905.75K DFUV (shares), valued at $49.83M, or 5.52% of its reported non-derivative portfolio. Filed 2026-07-23.
Verify history & sources →Shares decreased 0.37%; reported value increased 13.09%, and weight changed +0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 5.52% | 905,753 | SEC filing ↗Filed Jul 23, 2026 |
| Q1 2026 | 5.43% | 909,157 | SEC filing ↗Filed Apr 23, 2026 |
| Q4 2025 | 5.36% | 917,022 | SEC filing ↗Filed Jan 23, 2026 |
| Q3 2025 | 5.33% | 931,429 | SEC filing ↗Filed Oct 24, 2025 |
| Q2 2025 | 5.45% | 941,019 | SEC filing ↗Filed Jul 29, 2025 |
| Q1 2025 | 5.94% | 942,242 | SEC filing ↗Filed Apr 24, 2025 |
| Q4 2024 | 6.19% | 957,036 | SEC filing ↗Filed Jan 29, 2025 |
| Q3 2024 | 6.38% | 967,703 | SEC filing ↗Filed Oct 25, 2024 |
| Q2 2024 | 6.75% | 979,454 | SEC filing ↗Filed Jul 23, 2024 |
| Q1 2024 | 7.27% | 999,904 | SEC filing ↗Filed Apr 30, 2024 |
| Q4 2023 | 7.81% | 1,038,071 | SEC filing ↗Filed Jan 25, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 7.81% | 1,038,071 | $38.64M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Jan 25, 2024 |
| Q1 2024 | 7.27% | 999,904 | $40.90M | Shares decreased 3.68%; reported value increased 5.85%, and weight changed -0.54 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 30, 2024 |
| Q2 2024 | 6.75% | 979,454 | $38.46M | Shares decreased 2.05%; reported value decreased 5.95%, and weight changed -0.52 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 23, 2024 |
| Q3 2024 | 6.38% | 967,703 | $40.34M | Shares decreased 1.20%; reported value increased 4.89%, and weight changed -0.37 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 25, 2024 |
| Q4 2024 | 6.19% | 957,036 | $39.16M | Shares decreased 1.10%; reported value decreased 2.93%, and weight changed -0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 29, 2025 |
| Q1 2025 | 5.94% | 942,242 | $38.83M | Shares decreased 1.55%; reported value decreased 0.85%, and weight changed -0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 24, 2025 |
| Q2 2025 | 5.45% | 941,019 | $39.79M | Shares decreased 0.13%; reported value increased 2.46%, and weight changed -0.49 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 29, 2025 |
| Q3 2025 | 5.33% | 931,429 | $41.63M | Shares decreased 1.02%; reported value increased 4.62%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 24, 2025 |
| Q4 2025 | 5.36% | 917,022 | $42.72M | Shares decreased 1.55%; reported value increased 2.64%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 23, 2026 |
| Q1 2026 | 5.43% | 909,157 | $44.06M | Shares decreased 0.86%; reported value increased 3.12%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 23, 2026 |
| Q2 2026 | 5.52% | 905,753 | $49.83M | Shares decreased 0.37%; reported value increased 13.09%, and weight changed +0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 23, 2026 |
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