Phillips Financial Management
DFUV icon

Phillips Financial Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Phillips Financial Management’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 		$1.32M Buy
23,936
+64
+0.3% +$3.6K 0.1% 92
2026
Q2 		$1.31M Buy
23,872
+58
+0.2% +$3.04K 0.1% 95
2026
Q1 		$1.15M Buy
23,814
+62
+0.3% +$3.04K 0.08% 102
2025
Q4 		$1.11M Buy
23,752
+61
+0.3% +$2.77K 0.07% 108
2025
Q3 		$1.06M Buy
23,691
+75
+0.3% +$3.27K 0.07% 112
2025
Q2 		$998K Buy
23,616
+79
+0.3% +$3.17K 0.07% 108
2025
Q1 		$970K Buy
23,537
+67
+0.3% +$2.81K 0.08% 109
2024
Q4 		$960K Buy
23,470
+71
+0.3% +$3.01K 0.08% 105
2024
Q3 		$976K Buy
23,399
+71
+0.3% +$2.87K 0.08% 109
2024
Q2 		$916K Buy
23,328
+75
+0.3% +$2.97K 0.08% 110
2024
Q1 		$951K Sell
23,253
-141
-0.6% -$5.39K 0.08% 107
2023
Q4 		$871K Buy
23,394
+65
+0.3% +$2.24K 0.08% 107
2023
Q3 		$794K Buy
23,329
+84
+0.4% +$2.94K 0.08% 106
2023
Q2 		$802K Buy
23,245
+83
+0.4% +$2.77K 0.07% 106
2023
Q1 		$775K Buy
23,162
+75
+0.3% +$2.57K 0.07% 106
2022
Q4 		$773K Sell
23,087
-4,566
-17% -$152K 0.08% 98
2022
Q3 		$819K Buy
+27,653
New +$899K 0.09% 96

Other funds holding DFUV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Trust Company of the South
Trust Company of the South Greensboro, North Carolina $714M AUM 17.67% 1-Year Est. Return
Evanson Financial
Evanson Financial Mclean, Virginia $2.03B AUM
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Schoolcraft Capital
Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
Porter White Investment Advisors
Porter White Investment Advisors Birmingham, Alabama $161M AUM 13.97% 1-Year Est. Return
Disciplined Equity Management
Disciplined Equity Management Neptune Beach, Florida $227M AUM 20.15% 1-Year Est. Return

Phillips Financial Management's DFUV Position: Q3 2026 in Review

Phillips Financial Management increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.27% in Q3 2026, buying an estimated $3.6K and bringing the position to 23,936 shares worth $1.32M. The position accounts for 0.1% of the portfolio, ranked #92.

Phillips Financial Management first reported a position in DFUV in Q3 2022 and has held it in 17 quarters since. 269 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

  • Phillips Financial Management held 23,936 shares of Dimensional US Marketwide Value ETF worth $1.32M as of Q3 2026.
  • Phillips Financial Management bought 64 Dimensional US Marketwide Value ETF shares in Q3 2026, an estimated $3.6K.
  • Dimensional US Marketwide Value ETF made up 0.1% of Phillips Financial Management's portfolio in Q3 2026, its #92 holding.
  • Phillips Financial Management first reported a position in Dimensional US Marketwide Value ETF in Q3 2022 and has held it in 17 quarters since.
  • 269 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

Based on Phillips Financial Management's 13F filing for Q3 2026, filed 19 Oct 2026.