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

Elser 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	$48.6M	Sell	882,671 -9,309	-1%	-$489K	2.11%	6
2026 Q1	$43.1M	Buy	891,980 +884,653	+12,074%	+$43.4M	2.09%	6
2025 Q4	$341K	Hold	7,327	–	–	0.25%	51
2025 Q3	$327K	Hold	7,327	–	–	0.39%	45
2025 Q2	$310K	Hold	7,327	–	–	0.39%	52
2025 Q1	$302K	Sell	7,327 -978,212	-99%	-$41.1M	0.42%	46
2024 Q4	$40.3M	Buy	985,539 +978,212	+13,351%	+$41.5M	2.41%	7
2024 Q3	$305K	Sell	7,327 -944,876	-99%	-$38.2M	0.44%	43
2024 Q2	$37.4M	Buy	+952,203	New	+$37.7M	6.25%	6

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 $103B AUM 28.65% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return

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

Elser Financial Planning reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 1% in Q2 2026, selling an estimated $489K and leaving 882,671 shares worth $48.6M. The position accounts for 2.11% of the portfolio, ranked #6.

Elser Financial Planning first reported a position in DFUV in Q2 2024 and has held it in 9 quarters since. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Elser Financial Planning held 882,671 shares of Dimensional US Marketwide Value ETF worth $48.6M as of Q2 2026.
Elser Financial Planning sold 9,309 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $489K.
Dimensional US Marketwide Value ETF made up 2.11% of Elser Financial Planning's portfolio in Q2 2026, its #6 holding.
Elser Financial Planning first reported a position in Dimensional US Marketwide Value ETF in Q2 2024 and has held it in 9 quarters since.
797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Elser Financial Planning's 13F filing for Q2 2026, filed 14 Jul 2026.