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

PDS 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 		$927K Buy
+16,846
New +$885K 0.05% 168

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return

PDS Planning's DFUV Position: Q2 2026 in Review

PDS Planning opened a new position in Dimensional US Marketwide Value ETF (DFUV) in Q2 2026: 16,846 shares worth $927K. The stake represents 0.05% of the portfolio and ranks #168 among its holdings.

797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • PDS Planning held 16,846 shares of Dimensional US Marketwide Value ETF worth $927K as of Q2 2026.
  • Dimensional US Marketwide Value ETF was a new PDS Planning position in Q2 2026.
  • Dimensional US Marketwide Value ETF made up 0.05% of PDS Planning's portfolio in Q2 2026, its #168 holding.
  • 797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.