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

Falcon Wealth 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	$959K	Hold	17,426	–	–	0.06%	101
2026 Q1	$844K	Hold	17,426	–	–	0.06%	93
2025 Q4	$812K	Hold	17,426	–	–	0.07%	87
2025 Q3	$779K	Hold	17,426	–	–	0.07%	88
2025 Q2	$737K	Sell	17,426 -229	-1%	-$9.2K	0.07%	82
2025 Q1	$728K	Hold	17,655	–	–	0.08%	77
2024 Q4	$722K	Buy	17,655 +1	+0%	+$42	0.08%	77
2024 Q3	$736K	Buy	17,654 +1	+0%	+$40	0.09%	73
2024 Q2	$693K	Sell	17,653 -376	-2%	-$14.9K	0.09%	64
2024 Q1	$737K	Buy	18,029 +1	+0%	+$38	0.12%	63
2023 Q4	$671K	Buy	18,028 +1	+0%	+$34	0.12%	62
2023 Q3	$613K	Buy	18,027 +1	+0%	+$35	0.13%	52
2023 Q2	$622K	Buy	18,026 +1	+0%	+$33	0.14%	52
2023 Q1	$603K	Buy	18,025 +19	+0.1%	+$650	0.15%	48
2022 Q4	$603K	Buy	18,006 +203	+1%	+$6.75K	0.17%	46
2022 Q3	$527K	Hold	17,803	–	–	0.17%	42
2022 Q2	$563K	Buy	+17,803	New	+$592K	0.19%	48

Other funds holding DFUV

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return