Guidance Point Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Guidance Point Advisors’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	$251K	Buy	4,569 +16	+0.4%	+$899	0.05%	95
2026 Q2	$250K	Buy	4,553 +16	+0.4%	+$840	0.05%	92
2026 Q1	$220K	Buy	4,537 +16	+0.4%	+$785	0.05%	91
2025 Q4	$211K	Buy	4,521 +16	+0.4%	+$726	0.05%	92
2025 Q3	$201K	Buy	+4,505	New	+$196K	0.05%	96

Other funds holding DFUV

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

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

Evanson Financial Mclean, Virginia $2.03B AUM

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Guidance Point Advisors's DFUV Position: Q3 2026 in Review

Guidance Point Advisors increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.35% in Q3 2026, buying an estimated $899 and bringing the position to 4,569 shares worth $251K. The position accounts for 0.05% of the portfolio, ranked #95.

Guidance Point Advisors first reported a position in DFUV in Q3 2025 and has held it in 5 quarters since. 359 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

Guidance Point Advisors held 4,569 shares of Dimensional US Marketwide Value ETF worth $251K as of Q3 2026.
Guidance Point Advisors bought 16 Dimensional US Marketwide Value ETF shares in Q3 2026, an estimated $899.
Dimensional US Marketwide Value ETF made up 0.05% of Guidance Point Advisors's portfolio in Q3 2026, its #95 holding.
Guidance Point Advisors first reported a position in Dimensional US Marketwide Value ETF in Q3 2025 and has held it in 5 quarters since.
359 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

Based on Guidance Point Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.