Center for Financial Planning’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Center for 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	$727K	Hold	13,216	–	–	0.07%	91
2026 Q1	$640K	Hold	13,216	–	–	0.07%	92
2025 Q4	$616K	Hold	13,216	–	–	0.06%	93
2025 Q3	$591K	Hold	13,216	–	–	0.06%	96
2025 Q2	$559K	Hold	13,216	–	–	0.06%	97
2025 Q1	$545K	Hold	13,216	–	–	0.07%	93
2024 Q4	$541K	Hold	13,216	–	–	0.07%	90
2024 Q3	$551K	Hold	13,216	–	–	0.07%	85
2024 Q2	$519K	Hold	13,216	–	–	0.08%	87
2024 Q1	$541K	Hold	13,216	–	–	0.08%	84
2023 Q4	$492K	Hold	13,216	–	–	0.09%	84
2023 Q3	$450K	Hold	13,216	–	–	0.1%	84
2023 Q2	$456K	Hold	13,216	–	–	0.1%	83
2023 Q1	$442K	Hold	13,216	–	–	0.1%	85
2022 Q4	$442K	Hold	13,216	–	–	0.11%	80
2022 Q3	$391K	Hold	13,216	–	–	0.1%	81
2022 Q2	$418K	Buy	+13,216	New	+$440K	0.11%	80

Other funds holding DFUV

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TCOTS

Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

Center for Financial Planning's DFUV Position: Q2 2026 in Review

Center for Financial Planning held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 13,216 shares worth $727K. The position accounts for 0.07% of the portfolio, ranked #91.

Center for Financial Planning first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. 276 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Center for Financial Planning held 13,216 shares of Dimensional US Marketwide Value ETF worth $727K as of Q2 2026.
Center for Financial Planning left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
Dimensional US Marketwide Value ETF made up 0.07% of Center for Financial Planning's portfolio in Q2 2026, its #91 holding.
Center for Financial Planning first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
276 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.