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

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

Falcon Wealth Planning's DFUV Position: Q2 2026 in Review

Falcon Wealth Planning held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 17,426 shares worth $959K. The position accounts for 0.06% of the portfolio, ranked #101.

Falcon Wealth Planning first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. 798 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Falcon Wealth Planning held 17,426 shares of Dimensional US Marketwide Value ETF worth $959K as of Q2 2026.
Falcon Wealth Planning left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
Dimensional US Marketwide Value ETF made up 0.06% of Falcon Wealth Planning's portfolio in Q2 2026, its #101 holding.
Falcon Wealth Planning first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
798 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.