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

Creative 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 Q1	$240M	Sell	4,952,745 -86,540	-2%	-$4.25M	0.16%	66
2025 Q4	$235M	Sell	5,039,285 -89,099	-2%	-$4.04M	0.17%	65
2025 Q3	$229M	Sell	5,128,384 -123,161	-2%	-$5.36M	0.18%	65
2025 Q2	$222M	Sell	5,251,545 -44,266	-0.8%	-$1.78M	0.19%	61
2025 Q1	$218M	Sell	5,295,811 -94,330	-2%	-$3.96M	0.21%	56
2024 Q4	$221M	Sell	5,390,141 -80,954	-1%	-$3.44M	0.21%	54
2024 Q3	$228M	Sell	5,471,095 -136,285	-2%	-$5.51M	0.23%	53
2024 Q2	$220M	Buy	5,607,380 +1,433,941	+34%	+$56.7M	0.24%	52
2024 Q1	$171M	Sell	4,173,439 -78,877	-2%	-$3.01M	0.19%	60
2023 Q4	$158M	Sell	4,252,316 -71,052	-2%	-$2.45M	0.29%	55
2023 Q3	$147M	Sell	4,323,368 -36,792	-0.8%	-$1.29M	0.2%	61
2023 Q2	$150M	Sell	4,360,160 -31,835	-0.7%	-$1.06M	0.2%	60
2023 Q1	$147M	Sell	4,391,995 -1,508,507	-26%	-$51.6M	0.21%	57
2022 Q4	$198M	Buy	5,900,502 +3,397,208	+136%	+$113M	0.3%	45
2022 Q3	$74.1M	Sell	2,503,294 -15,523	-0.6%	-$505K	0.13%	74
2022 Q2	$79.6M	Buy	+2,518,817	New	+$83.8M	0.13%	73

Other funds holding DFUV

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return

Creative Planning's DFUV Position: Q1 2026 in Review

Creative Planning reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 1.7% in Q1 2026, selling an estimated $4.25M and leaving 4,952,745 shares worth $240M. The position accounts for 0.16% of the portfolio, ranked #66.

Creative Planning first reported a position in DFUV in Q2 2022 and has held it in 16 quarters since. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

Creative Planning held 4,952,745 shares of Dimensional US Marketwide Value ETF worth $240M as of Q1 2026.
Creative Planning sold 86,540 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $4.25M.
Dimensional US Marketwide Value ETF made up 0.16% of Creative Planning's portfolio in Q1 2026, its #66 holding.
Creative Planning first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 16 quarters since.
766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.