Creative Financial Designs’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Creative Financial Designs’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	$65.8K	Buy	1,196 +2	+0.2%	+$105	﹤0.01%	926
2026 Q1	$57.9K	Buy	1,194 +1	+0.1%	+$49	﹤0.01%	855
2025 Q4	$55.6K	Buy	1,193 +2	+0.2%	+$91	﹤0.01%	830
2025 Q3	$53.2K	Buy	1,191 +5	+0.4%	+$218	﹤0.01%	830
2025 Q2	$50.1K	Buy	1,186 +6	+0.5%	+$241	﹤0.01%	860
2025 Q1	$48.6K	Buy	1,180 +4	+0.3%	+$168	﹤0.01%	833
2024 Q4	$48.1K	Buy	1,176 +5	+0.4%	+$212	﹤0.01%	801
2024 Q3	$48.8K	Buy	1,171 +5	+0.4%	+$202	﹤0.01%	780
2024 Q2	$45.8K	Buy	1,166 +6	+0.5%	+$237	﹤0.01%	769
2024 Q1	$47.5K	Buy	1,160 +4	+0.3%	+$153	﹤0.01%	739
2023 Q4	$43K	Buy	1,156 +4	+0.3%	+$138	﹤0.01%	724
2023 Q3	$39.2K	Buy	1,152 +6	+0.5%	+$210	﹤0.01%	689
2023 Q2	$39.5K	Buy	1,146 +6	+0.5%	+$200	﹤0.01%	690
2023 Q1	$38.2K	Buy	1,140 +5	+0.4%	+$171	0.01%	654
2022 Q4	$38K	Buy	1,135 +5	+0.4%	+$166	0.01%	618
2022 Q3	$33K	Buy	+1,130	New	+$36.7K	0.01%	626

Other funds holding DFUV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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 Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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 Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Creative Financial Designs's DFUV Position: Q2 2026 in Review

Creative Financial Designs increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.17% in Q2 2026, buying an estimated $105 and bringing the position to 1,196 shares worth $65.8K. The position accounts for ﹤0.01% of the portfolio, ranked #926.

Creative Financial Designs first reported a position in DFUV in Q3 2022 and has held it in 16 quarters since. 798 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Creative Financial Designs held 1,196 shares of Dimensional US Marketwide Value ETF worth $65.8K as of Q2 2026.
Creative Financial Designs bought 2 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $105.
Dimensional US Marketwide Value ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #926 holding.
Creative Financial Designs first reported a position in Dimensional US Marketwide Value ETF in Q3 2022 and has held it in 16 quarters since.
798 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.