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Avantax Planning Partners’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Avantax Planning Partners’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 		$1.04M Sell
18,967
-1,561
-8% -$82K 0.03% 198
2026
Q1 		$995K Sell
20,528
-614
-3% -$30.1K 0.03% 193
2025
Q4 		$985K Hold
21,142
– – 0.03% 197
2025
Q3 		$945K Sell
21,142
-15,595
-42% -$679K 0.03% 200
2025
Q2 		$1.55M Sell
36,737
-799
-2% -$32.1K 0.05% 152
2025
Q1 		$1.55M Buy
37,536
+964
+3% +$40.5K 0.05% 144
2024
Q4 		$1.5M Hold
36,572
– – 0.05% 144
2024
Q3 		$1.52M Sell
36,572
-405
-1% -$16.4K 0.05% 144
2024
Q2 		$1.45M Sell
36,977
-2,315
-6% -$91.6K 0.05% 168
2024
Q1 		$1.61M Buy
39,292
+16,348
+71% +$624K 0.05% 169
2023
Q4 		$854K Hold
22,944
– – 0.03% 183
2023
Q3 		$781K Buy
22,944
+5,179
+29% +$181K 0.03% 183
2023
Q2 		$613K Sell
17,765
-110
-0.6% -$3.67K 0.02% 218
2023
Q1 		$598K Hold
17,875
– – 0.02% 218
2022
Q4 		$598K Hold
17,875
– – 0.02% 220
2022
Q3 		$529K Hold
17,875
– – 0.02% 217
2022
Q2 		$565K Buy
+17,875
New +$595K 0.02% 208

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 28.19% 1-Year Est. Return

Avantax Planning Partners's DFUV Position: Q2 2026 in Review

Avantax Planning Partners reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 7.6% in Q2 2026, selling an estimated $82K and leaving 18,967 shares worth $1.04M. The position accounts for 0.03% of the portfolio, ranked #198.

Avantax Planning Partners first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.61M in Q1 2024. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Avantax Planning Partners held 18,967 shares of Dimensional US Marketwide Value ETF worth $1.04M as of Q2 2026.
  • Avantax Planning Partners sold 1,561 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $82K.
  • Dimensional US Marketwide Value ETF made up 0.03% of Avantax Planning Partners's portfolio in Q2 2026, its #198 holding.
  • Avantax Planning Partners first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
  • Avantax Planning Partners's Dimensional US Marketwide Value ETF position peaked at $1.61M in Q1 2024.
  • 797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.