Plancorp LLC’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Plancorp LLC’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	$178M	Sell	3,242,114 -2,316,845	-42%	-$122M	4.35%	7
2026 Q1	$278M	Sell	5,558,959 -161,483	-3%	-$7.92M	7.9%	4
2025 Q4	$267M	Sell	5,720,442 -116,257	-2%	-$5.27M	8.06%	4
2025 Q3	$261M	Sell	5,836,699 -169,551	-3%	-$7.38M	8.18%	4
2025 Q2	$254M	Sell	6,006,250 -322,148	-5%	-$12.9M	8.8%	3
2025 Q1	$261M	Sell	6,328,398 -45,299	-0.7%	-$1.9M	10.34%	3
2024 Q4	$261M	Sell	6,373,697 -110,395	-2%	-$4.69M	10.71%	3
2024 Q3	$270M	Sell	6,484,092 -88,474	-1%	-$3.58M	11.03%	3
2024 Q2	$258M	Sell	6,572,566 -79,374	-1%	-$3.14M	11.19%	3
2024 Q1	$272M	Sell	6,651,940 -130,733	-2%	-$4.99M	11.81%	3
2023 Q4	$252M	Sell	6,782,673 -28,838	-0.4%	-$993K	12.1%	3
2023 Q3	$232M	Sell	6,811,511 -49,905	-0.7%	-$1.75M	12.4%	3
2023 Q2	$237M	Sell	6,861,416 -26,342	-0.4%	-$880K	12.77%	3
2023 Q1	$231M	Sell	6,887,758 -51,280	-0.7%	-$1.76M	12.96%	3
2022 Q4	$232M	Sell	6,939,038 -22,202	-0.3%	-$738K	13.7%	3
2022 Q3	$206M	Sell	6,961,240 -54,681	-0.8%	-$1.78M	13.75%	3
2022 Q2	$222M	Buy	+7,015,921	New	+$233M	13.97%	3

Other funds holding DFUV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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 Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

TWA

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

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Plancorp LLC's DFUV Position: Q2 2026 in Review

Plancorp LLC reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 42% in Q2 2026, selling an estimated $122M and leaving 3,242,114 shares worth $178M. The position accounts for 4.35% of the portfolio, ranked #7.

Plancorp LLC first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. The position peaked at $278M in Q1 2026. 798 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Plancorp LLC held 3,242,114 shares of Dimensional US Marketwide Value ETF worth $178M as of Q2 2026.
Plancorp LLC sold 2,316,845 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $122M.
Dimensional US Marketwide Value ETF made up 4.35% of Plancorp LLC's portfolio in Q2 2026, its #7 holding.
Plancorp LLC first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
Plancorp LLC's Dimensional US Marketwide Value ETF position peaked at $278M in Q1 2026.
798 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.