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

OLIO Financial 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	$234K	Buy	4,253 +15	+0.4%	+$788	0.06%	59
2026 Q1	$205K	Sell	4,238 -593	-12%	-$29.1K	0.06%	67
2025 Q4	$225K	Buy	4,831 +17	+0.4%	+$771	0.06%	64
2025 Q3	$215K	Sell	4,814 -1,030	-18%	-$44.9K	0.06%	65
2025 Q2	$247K	Buy	5,844 +27	+0.5%	+$1.08K	0.08%	59
2025 Q1	$240K	Buy	5,817 +23	+0.4%	+$965	0.08%	55
2024 Q4	$237K	Buy	5,794 +96	+2%	+$4.08K	0.08%	57
2024 Q3	$213K	Hold	5,698	–	–	0.09%	50
2024 Q2	$213K	Hold	5,698	–	–	0.09%	50
2024 Q1	$213K	Hold	5,698	–	–	0.09%	50
2023 Q4	$213K	Buy	+5,698	New	+$196K	0.09%	50

Other funds holding DFUV

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

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

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

KAM

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

OLIO Financial Planning's DFUV Position: Q2 2026 in Review

OLIO Financial Planning increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.35% in Q2 2026, buying an estimated $788 and bringing the position to 4,253 shares worth $234K. The position accounts for 0.06% of the portfolio, ranked #59.

OLIO Financial Planning first reported a position in DFUV in Q4 2023 and has held it in 11 quarters since. The position peaked at $247K in Q2 2025. 188 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

OLIO Financial Planning held 4,253 shares of Dimensional US Marketwide Value ETF worth $234K as of Q2 2026.
OLIO Financial Planning bought 15 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $788.
Dimensional US Marketwide Value ETF made up 0.06% of OLIO Financial Planning's portfolio in Q2 2026, its #59 holding.
OLIO Financial Planning first reported a position in Dimensional US Marketwide Value ETF in Q4 2023 and has held it in 11 quarters since.
OLIO Financial Planning's Dimensional US Marketwide Value ETF position peaked at $247K in Q2 2025.
188 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on OLIO Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.