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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
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
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Corient Private Wealth
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
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Essential Planning's DFUV Position: Q1 2026 in Review

Essential Planning increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.37% in Q1 2026, buying an estimated $1.13K and bringing the position to 6,175 shares worth $299K. The position accounts for 0.1% of the portfolio, ranked #76.

Essential Planning first reported a position in DFUV in Q1 2023 and has held it in 13 quarters since. The position peaked at $16.6M in Q4 2024. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

  • Essential Planning held 6,175 shares of Dimensional US Marketwide Value ETF worth $299K as of Q1 2026.
  • Essential Planning bought 23 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $1.13K.
  • Dimensional US Marketwide Value ETF made up 0.1% of Essential Planning's portfolio in Q1 2026, its #76 holding.
  • Essential Planning first reported a position in Dimensional US Marketwide Value ETF in Q1 2023 and has held it in 13 quarters since.
  • Essential Planning's Dimensional US Marketwide Value ETF position peaked at $16.6M in Q4 2024.
  • 766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on Essential Planning's 13F filing for Q1 2026, filed 23 Apr 2026.