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

Financial Council’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 Q3	$1.35M	Hold	24,585	–	–	0.43%	34
2026 Q2	$1.35M	Hold	24,585	–	–	0.44%	36
2026 Q1	$1.19M	Hold	24,585	–	–	0.46%	33
2025 Q4	$1.15M	Hold	24,585	–	–	0.46%	34
2025 Q3	$1.1M	Hold	24,585	–	–	0.49%	34
2025 Q2	$1.04M	Hold	24,585	–	–	0.5%	33
2025 Q1	$1.01M	Hold	24,585	–	–	0.55%	33
2024 Q4	$1.01M	Hold	24,585	–	–	0.52%	32
2024 Q3	$1.02M	Hold	24,585	–	–	0.53%	33
2024 Q2	$965K	Hold	24,585	–	–	0.54%	34
2024 Q1	$1.01M	Hold	24,585	–	–	0.59%	30
2023 Q4	$915K	Hold	24,585	–	–	0.61%	29
2023 Q3	$836K	Hold	24,585	–	–	0.67%	24
2023 Q2	$848K	Hold	24,585	–	–	0.65%	24
2023 Q1	$823K	Hold	24,585	–	–	0.67%	24
2022 Q4	$823K	Hold	24,585	–	–	0.52%	28
2022 Q3	$728K	Hold	24,585	–	–	0.84%	24
2022 Q2	$777K	Buy	+24,585	New	+$818K	0.97%	24

Other funds holding DFUV

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Trust Company of the South Greensboro, North Carolina $714M AUM 17.67% 1-Year Est. Return

Financial Council's DFUV Position: Q3 2026 in Review

Financial Council held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q3 2026 at 24,585 shares worth $1.35M. The position accounts for 0.43% of the portfolio, ranked #34.

Financial Council first reported a position in DFUV in Q2 2022 and has held it in 18 quarters since. The position peaked at $1.35M in Q2 2026. 501 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

Financial Council held 24,585 shares of Dimensional US Marketwide Value ETF worth $1.35M as of Q3 2026.
Financial Council left its Dimensional US Marketwide Value ETF share count unchanged in Q3 2026.
Dimensional US Marketwide Value ETF made up 0.43% of Financial Council's portfolio in Q3 2026, its #34 holding.
Financial Council first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 18 quarters since.
Financial Council's Dimensional US Marketwide Value ETF position peaked at $1.35M in Q2 2026.
501 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

Based on Financial Council's 13F filing for Q3 2026, filed 2 Nov 2026.