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

BWM 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 		$3.72M Hold
67,707
– – 0.86% 26
2026
Q1 		$3.28M Hold
67,707
– – 0.87% 28
2025
Q4 		$3.15M Hold
67,707
– – 0.84% 27
2025
Q3 		$3.03M Hold
67,707
– – 0.9% 27
2025
Q2 		$2.86M Hold
67,707
– – 0.99% 25
2025
Q1 		$2.79M Hold
67,707
– – 1.18% 24
2024
Q4 		$2.77M Hold
67,707
– – 1.21% 24
2024
Q3 		$2.82M Buy
+67,707
New +$2.74M 1.25% 24

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

BWM Planning's DFUV Position: Q2 2026 in Review

BWM Planning held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 67,707 shares worth $3.72M. The position accounts for 0.86% of the portfolio, ranked #26.

BWM Planning first reported a position in DFUV in Q3 2024 and has held it in 8 quarters since. 800 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • BWM Planning held 67,707 shares of Dimensional US Marketwide Value ETF worth $3.72M as of Q2 2026.
  • BWM Planning left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
  • Dimensional US Marketwide Value ETF made up 0.86% of BWM Planning's portfolio in Q2 2026, its #26 holding.
  • BWM Planning first reported a position in Dimensional US Marketwide Value ETF in Q3 2024 and has held it in 8 quarters since.
  • 800 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on BWM Planning's 13F filing for Q2 2026, filed 23 Jul 2026.