Plante Moran Financial Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Plante Moran Financial Advisors’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	$1.18M	Hold	21,496	–	–	0.06%	44
2026 Q1	$1.04M	Buy	21,496 +3,207	+18%	+$157K	0.07%	44
2025 Q4	$852K	Hold	18,289	–	–	0.05%	61
2025 Q3	$817K	Hold	18,289	–	–	0.05%	56
2025 Q2	$773K	Hold	18,289	–	–	0.05%	60
2025 Q1	$754K	Buy	18,289 +802	+5%	+$33.7K	0.06%	54
2024 Q4	$716K	Hold	17,487	–	–	0.06%	66
2024 Q3	$729K	Hold	17,487	–	–	0.06%	60
2024 Q2	$687K	Hold	17,487	–	–	0.07%	63
2024 Q1	$715K	Hold	17,487	–	–	0.08%	62
2023 Q4	$651K	Hold	17,487	–	–	0.07%	67
2023 Q3	$595K	Hold	17,487	–	–	0.07%	65
2023 Q2	$603K	Sell	17,487 -1,515	-8%	-$50.6K	0.07%	71
2023 Q1	$636K	Hold	19,002	–	–	0.09%	65
2022 Q4	$636K	Hold	19,002	–	–	0.09%	66
2022 Q3	$563K	Hold	19,002	–	–	0.1%	69
2022 Q2	$600K	Buy	+19,002	New	+$632K	0.1%	69

Other funds holding DFUV

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

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

Plante Moran Financial Advisors's DFUV Position: Q2 2026 in Review

Plante Moran Financial Advisors held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 21,496 shares worth $1.18M. The position accounts for 0.06% of the portfolio, ranked #44.

Plante Moran Financial Advisors first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. 540 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Plante Moran Financial Advisors held 21,496 shares of Dimensional US Marketwide Value ETF worth $1.18M as of Q2 2026.
Plante Moran Financial Advisors left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
Dimensional US Marketwide Value ETF made up 0.06% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #44 holding.
Plante Moran Financial Advisors first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
540 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.