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Asset Planning Corporation’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Asset Planning Corporation’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
2025
Q3 		$1.27M Sell
28,520
-636
-2% -$27.7K 0.6% 24
2025
Q2 		$1.23M Sell
29,156
-4,541
-13% -$182K 0.66% 23
2025
Q1 		$1.39M Sell
33,697
-784
-2% -$32.9K 0.82% 21
2024
Q4 		$1.41M Sell
34,481
-382
-1% -$16.2K 0.88% 21
2024
Q3 		$1.45M Buy
34,863
+18
+0.1% +$727 0.95% 19
2024
Q2 		$1.37M Sell
34,845
-2,114
-6% -$83.6K 1.02% 18
2024
Q1 		$1.51M Sell
36,959
-6,784
-16% -$259K 1.1% 18
2023
Q4 		$1.63M Sell
43,743
-237
-0.5% -$8.16K 1.26% 15
2023
Q3 		$1.5M Buy
43,980
+84
+0.2% +$2.94K 1.15% 16
2023
Q2 		$1.51M Buy
43,896
+82
+0.2% +$2.74K 1.15% 16
2023
Q1 		$1.47M Sell
43,814
-227
-0.5% -$7.77K 1.18% 16
2022
Q4 		$1.47M Buy
44,041
+89
+0.2% +$2.96K 1.23% 15
2022
Q3 		$1.3M Buy
43,952
+119
+0.3% +$3.87K 1.22% 15
2022
Q2 		$1.39M Buy
+43,833
New +$1.46M 1.2% 14

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Asset Planning Corporation's DFUV Position: Q3 2025 in Review

Asset Planning Corporation reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 2.2% in Q3 2025, selling an estimated $27.7K and leaving 28,520 shares worth $1.27M. The position accounts for 0.6% of the portfolio, ranked #24.

Asset Planning Corporation first reported a position in DFUV in Q2 2022 and has held it in 14 quarters since. The position peaked at $1.63M in Q4 2023. 688 funds tracked by Wall St. Rank hold DFUV as of Q3 2025.

  • Asset Planning Corporation held 28,520 shares of Dimensional US Marketwide Value ETF worth $1.27M as of Q3 2025.
  • Asset Planning Corporation sold 636 Dimensional US Marketwide Value ETF shares in Q3 2025, an estimated $27.7K.
  • Dimensional US Marketwide Value ETF made up 0.6% of Asset Planning Corporation's portfolio in Q3 2025, its #24 holding.
  • Asset Planning Corporation first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 14 quarters since.
  • Asset Planning Corporation's Dimensional US Marketwide Value ETF position peaked at $1.63M in Q4 2023.
  • 688 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2025.

Based on Asset Planning Corporation's 13F filing for Q3 2025, filed 6 Nov 2025.