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

Essential 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	$341K	Buy	6,195 +20	+0.3%	+$1.05K	0.1%	73
2026 Q1	$299K	Buy	6,175 +23	+0.4%	+$1.13K	0.1%	76
2025 Q4	$287K	Buy	6,152 +21	+0.3%	+$952	0.09%	78
2025 Q3	$274K	Buy	6,131 +27	+0.4%	+$1.18K	0.09%	76
2025 Q2	$258K	Buy	6,104 +29	+0.5%	+$1.17K	0.1%	76
2025 Q1	$250K	Sell	6,075 -385,758	-98%	-$16.2M	0.1%	72
2024 Q4	$16.6M	Buy	391,833 +385,808	+6,403%	+$16.4M	0.11%	65
2024 Q3	$251K	Buy	6,025 +26	+0.4%	+$1.05K	0.1%	72
2024 Q2	$236K	Buy	5,999 +48	+0.8%	+$1.9K	0.1%	63
2024 Q1	$222K	Hold	5,951	–	–	0.11%	58
2023 Q4	$222K	Buy	5,951 +23	+0.4%	+$792	0.11%	57
2023 Q3	$202K	Buy	5,928 +30	+0.5%	+$1.05K	0.11%	58
2023 Q2	$203K	Sell	5,898 -358	-6%	-$12K	0.12%	57
2023 Q1	$209K	Buy	+6,256	New	+$214K	0.13%	50

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

Essential Planning's DFUV Position: Q2 2026 in Review

Essential Planning increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.32% in Q2 2026, buying an estimated $1.05K and bringing the position to 6,195 shares worth $341K. The position accounts for 0.1% of the portfolio, ranked #73.

Essential Planning first reported a position in DFUV in Q1 2023 and has held it in 14 quarters since. The position peaked at $16.6M in Q4 2024. 799 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Essential Planning held 6,195 shares of Dimensional US Marketwide Value ETF worth $341K as of Q2 2026.
Essential Planning bought 20 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $1.05K.
Dimensional US Marketwide Value ETF made up 0.1% of Essential Planning's portfolio in Q2 2026, its #73 holding.
Essential Planning first reported a position in Dimensional US Marketwide Value ETF in Q1 2023 and has held it in 14 quarters since.
Essential Planning's Dimensional US Marketwide Value ETF position peaked at $16.6M in Q4 2024.
799 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Essential Planning's 13F filing for Q2 2026, filed 3 Aug 2026.