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

Prism Planning Partners’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 		$1.15M Buy
20,830
+4,285
+26% +$225K 1.21% 13
2026
Q1 		$802K Sell
16,545
-323
-2% -$15.8K 0.95% 14
2025
Q4 		$786K Buy
+16,868
New +$765K 0.88% 18

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

Prism Planning Partners's DFUV Position: Q2 2026 in Review

Prism Planning Partners increased its Dimensional US Marketwide Value ETF (DFUV) stake by 26% in Q2 2026, buying an estimated $225K and bringing the position to 20,830 shares worth $1.15M. The position accounts for 1.21% of the portfolio, ranked #13.

Prism Planning Partners first reported a position in DFUV in Q4 2025 and has held it in 3 quarters since. 802 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Prism Planning Partners held 20,830 shares of Dimensional US Marketwide Value ETF worth $1.15M as of Q2 2026.
  • Prism Planning Partners bought 4,285 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $225K.
  • Dimensional US Marketwide Value ETF made up 1.21% of Prism Planning Partners's portfolio in Q2 2026, its #13 holding.
  • Prism Planning Partners first reported a position in Dimensional US Marketwide Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 802 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Prism Planning Partners's 13F filing for Q2 2026, filed 23 Jul 2026.