CPA
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Capital Planning Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Capital Planning Advisors’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
Q1 		– Sell
-6,738
Closed -$314K – 154
2025
Q4 		$314K Buy
+6,738
New +$306K 0.04% 134

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
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Capital Planning Advisors's DFUV Position: Q1 2026 in Review

Capital Planning Advisors sold out of Dimensional US Marketwide Value ETF (DFUV) in Q1 2026, closing a stake of 6,738 shares — an estimated $314K sold.

Capital Planning Advisors first reported a position in DFUV in Q4 2025 and held it in 1 quarter. The position peaked at $314K in Q4 2025. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

  • Capital Planning Advisors reported no remaining Dimensional US Marketwide Value ETF position as of Q1 2026 after selling out during the quarter.
  • Capital Planning Advisors sold 6,738 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $314K.
  • Capital Planning Advisors first reported a position in Dimensional US Marketwide Value ETF in Q4 2025 and held it in 1 quarter.
  • Capital Planning Advisors's Dimensional US Marketwide Value ETF position peaked at $314K in Q4 2025.
  • 766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on Capital Planning Advisors's 13F filing for Q1 2026, filed 14 May 2026.