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

Prosperity Planning’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 		$204K Hold
3,710
– – 0.05% 115
2026
Q2 		$204K Buy
+3,710
New +$195K 0.05% 113

Other funds holding DFUV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
SC
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
PWIA
Porter White Investment Advisors Birmingham, Alabama $161M AUM 13.97% 1-Year Est. Return
DEM
Disciplined Equity Management Neptune Beach, Florida $227M AUM 20.15% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
GWMT
Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $353M AUM 11.9% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Prosperity Planning's DFUV Position: Q3 2026 in Review

Prosperity Planning held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q3 2026 at 3,710 shares worth $204K. The position accounts for 0.05% of the portfolio, ranked #115.

Prosperity Planning first reported a position in DFUV in Q2 2026 and has held it in 2 quarters since. The position peaked at $204K in Q2 2026. 114 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

  • Prosperity Planning held 3,710 shares of Dimensional US Marketwide Value ETF worth $204K as of Q3 2026.
  • Prosperity Planning left its Dimensional US Marketwide Value ETF share count unchanged in Q3 2026.
  • Dimensional US Marketwide Value ETF made up 0.05% of Prosperity Planning's portfolio in Q3 2026, its #115 holding.
  • Prosperity Planning first reported a position in Dimensional US Marketwide Value ETF in Q2 2026 and has held it in 2 quarters since.
  • Prosperity Planning's Dimensional US Marketwide Value ETF position peaked at $204K in Q2 2026.
  • 114 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

Based on Prosperity Planning's 13F filing for Q3 2026, filed 9 Oct 2026.