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

Planning Center Inc’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 		$38.5M Sell
699,135
-12,213
-2% -$641K 3.63% 9
2026
Q1 		$34.5M Sell
711,348
-46,786
-6% -$2.3M 3.49% 10
2025
Q4 		$35.3M Sell
758,134
-40,722
-5% -$1.85M 3.61% 10
2025
Q3 		$35.7M Buy
798,856
+1,775
+0.2% +$77.3K 3.75% 10
2025
Q2 		$33.7M Buy
797,081
+25,994
+3% +$1.04M 3.73% 10
2025
Q1 		$31.8M Sell
771,087
-3,389
-0.4% -$142K 3.76% 10
2024
Q4 		$31.7M Sell
774,476
-9,708
-1% -$412K 4.02% 8
2024
Q3 		$32.7M Buy
784,184
+11,161
+1% +$451K 4.03% 9
2024
Q2 		$30.4M Buy
773,023
+5,586
+0.7% +$221K 3.97% 9
2024
Q1 		$31.4M Sell
767,437
-33,436
-4% -$1.28M 6.83% 6
2023
Q4 		$29.8M Buy
800,873
+1,374
+0.2% +$47.3K 6.91% 6
2023
Q3 		$27.2M Sell
799,499
-1,117
-0.1% -$39.1K 7.07% 6
2023
Q2 		$27.6M Buy
800,616
+24,838
+3% +$830K 7.02% 6
2023
Q1 		$26.3M Sell
775,778
-63,647
-8% -$2.18M 7.22% 6
2022
Q4 		$28.1M Buy
839,425
+321,425
+62% +$10.7M 8.55% 4
2022
Q3 		$15.7M Buy
518,000
+26,748
+5% +$870K 12.44% 3
2022
Q2 		$15.4M Buy
+491,252
New +$16.3M 12.16% 3

Other funds holding DFUV

TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
EF
Evanson Financial Mclean, Virginia $2.04B AUM
FG
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
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Planning Center Inc's DFUV Position: Q2 2026 in Review

Planning Center Inc reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 1.7% in Q2 2026, selling an estimated $641K and leaving 699,135 shares worth $38.5M. The position accounts for 3.63% of the portfolio, ranked #9.

Planning Center Inc first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. 403 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Planning Center Inc held 699,135 shares of Dimensional US Marketwide Value ETF worth $38.5M as of Q2 2026.
  • Planning Center Inc sold 12,213 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $641K.
  • Dimensional US Marketwide Value ETF made up 3.63% of Planning Center Inc's portfolio in Q2 2026, its #9 holding.
  • Planning Center Inc first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
  • 403 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Planning Center Inc's 13F filing for Q2 2026, filed 30 Jul 2026.