Paladin Advisory Group’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Paladin Advisory Group’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	$34.2K	Hold	621	–	–	0.02%	167
2026 Q2	$34.2K	Hold	621	–	–	0.02%	167
2026 Q1	$30.1K	Hold	621	–	–	0.02%	174
2025 Q4	$28.9K	Hold	621	–	–	0.02%	176
2025 Q3	$27.8K	Hold	621	–	–	0.02%	170
2025 Q2	$26.3K	Hold	621	–	–	0.02%	166
2025 Q1	$25.6K	Hold	621	–	–	0.02%	173
2024 Q4	$25.4K	Hold	621	–	–	0.02%	176
2024 Q3	$25.9K	Buy	+621	New	+$25.1K	0.02%	178

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

Paladin Advisory Group's DFUV Position: Q3 2026 in Review

Paladin Advisory Group held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q3 2026 at 621 shares worth $34.2K. The position accounts for 0.02% of the portfolio, ranked #167.

Paladin Advisory Group first reported a position in DFUV in Q3 2024 and has held it in 9 quarters since. The position peaked at $34.2K in Q2 2026. 534 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

Paladin Advisory Group held 621 shares of Dimensional US Marketwide Value ETF worth $34.2K as of Q3 2026.
Paladin Advisory Group left its Dimensional US Marketwide Value ETF share count unchanged in Q3 2026.
Dimensional US Marketwide Value ETF made up 0.02% of Paladin Advisory Group's portfolio in Q3 2026, its #167 holding.
Paladin Advisory Group first reported a position in Dimensional US Marketwide Value ETF in Q3 2024 and has held it in 9 quarters since.
Paladin Advisory Group's Dimensional US Marketwide Value ETF position peaked at $34.2K in Q2 2026.
534 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

Based on Paladin Advisory Group's 13F filing for Q3 2026, filed 9 Nov 2026.