Northeast Planning Associates NH’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Northeast Planning Associates NH’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	$525K	Hold	9,551	–	–	0.39%	37
2026 Q1	$463K	Hold	9,551	–	–	0.31%	31
2025 Q4	$445K	Hold	9,551	–	–	0.31%	33
2025 Q3	$427K	Hold	9,551	–	–	0.36%	32
2025 Q2	$404K	Hold	9,551	–	–	0.37%	33
2025 Q1	$394K	Hold	9,551	–	–	0.33%	34
2024 Q4	$391K	Buy	+9,551	New	+$405K	0.4%	31

Other funds holding DFUV

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

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

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TCOTS

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

BHWM

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

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Northeast Planning Associates NH's DFUV Position: Q2 2026 in Review

Northeast Planning Associates NH held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 9,551 shares worth $525K. The position accounts for 0.39% of the portfolio, ranked #37.

Northeast Planning Associates NH first reported a position in DFUV in Q4 2024 and has held it in 7 quarters since. 403 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Northeast Planning Associates NH held 9,551 shares of Dimensional US Marketwide Value ETF worth $525K as of Q2 2026.
Northeast Planning Associates NH left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
Dimensional US Marketwide Value ETF made up 0.39% of Northeast Planning Associates NH's portfolio in Q2 2026, its #37 holding.
Northeast Planning Associates NH first reported a position in Dimensional US Marketwide Value ETF in Q4 2024 and has held it in 7 quarters since.
403 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Northeast Planning Associates NH's 13F filing for Q2 2026, filed 30 Jul 2026.