DFP
DFUV icon

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

Donalies 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 		$406K Hold
7,387
– – 0.3% 59
2026
Q1 		$358K Hold
7,387
– – 0.31% 55
2025
Q4 		$344K Buy
+7,387
New +$335K 0.29% 53

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 $77.5B AUM 28.19% 1-Year Est. Return

Donalies Financial Planning's DFUV Position: Q2 2026 in Review

Donalies Financial Planning held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 7,387 shares worth $406K. The position accounts for 0.3% of the portfolio, ranked #59.

Donalies Financial Planning first reported a position in DFUV in Q4 2025 and has held it in 3 quarters since. 798 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Donalies Financial Planning held 7,387 shares of Dimensional US Marketwide Value ETF worth $406K as of Q2 2026.
  • Donalies Financial Planning left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
  • Dimensional US Marketwide Value ETF made up 0.3% of Donalies Financial Planning's portfolio in Q2 2026, its #59 holding.
  • Donalies Financial Planning first reported a position in Dimensional US Marketwide Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 798 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Donalies Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.