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Action Point Financial Planning’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Action Point Financial Planning’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 		$11M Buy
199,131
+90,724
+84% +$4.76M 1.11% 20
2026
Q1 		$5.25M Buy
+108,407
New +$5.32M 4.69% 7

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 $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
Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return

Action Point Financial Planning's DFUV Position: Q2 2026 in Review

Action Point Financial Planning increased its Dimensional US Marketwide Value ETF (DFUV) stake by 84% in Q2 2026, buying an estimated $4.76M and bringing the position to 199,131 shares worth $11M. The position accounts for 1.11% of the portfolio, ranked #20.

Action Point Financial Planning first reported a position in DFUV in Q1 2026 and has held it in 2 quarters since. 796 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Action Point Financial Planning held 199,131 shares of Dimensional US Marketwide Value ETF worth $11M as of Q2 2026.
  • Action Point Financial Planning bought 90,724 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $4.76M.
  • Dimensional US Marketwide Value ETF made up 1.11% of Action Point Financial Planning's portfolio in Q2 2026, its #20 holding.
  • Action Point Financial Planning first reported a position in Dimensional US Marketwide Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 796 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.