Running Point Capital Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Running Point Capital 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
2025 Q4	$998K	Hold	21,423	–	–	0.27%	59
2025 Q3	$957K	Buy	21,423 +2,242	+12%	+$97.6K	0.26%	58
2025 Q2	$811K	Sell	19,181 -25	-0.1%	-$1K	0.22%	60
2025 Q1	$791K	Hold	19,206	–	–	0.25%	60
2024 Q4	$786K	Hold	19,206	–	–	0.27%	48
2024 Q3	$801K	Sell	19,206 -27,498	-59%	-$1.11M	0.31%	47
2024 Q2	$1.83M	Buy	46,704 +1,256	+3%	+$49.7K	0.76%	32
2024 Q1	$1.86M	Hold	45,448	–	–	0.83%	33
2023 Q4	$1.69M	Buy	45,448 +69	+0.2%	+$2.38K	0.83%	31
2023 Q3	$1.54M	Buy	45,379 +92	+0.2%	+$3.22K	0.9%	24
2023 Q2	$1.56M	Buy	45,287 +90	+0.2%	+$3.01K	0.88%	24
2023 Q1	$1.51M	Sell	45,197 -222	-0.5%	-$7.6K	0.92%	24
2022 Q4	$1.52M	Buy	45,419 +72	+0.2%	+$2.39K	0.93%	24
2022 Q3	$1.34M	Buy	45,347 +95	+0.2%	+$3.09K	0.89%	27
2022 Q2	$1.43M	Buy	+45,252	New	+$1.51M	0.92%	22

Other funds holding DFUV

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Running Point Capital Advisors's DFUV Position: Q4 2025 in Review

Running Point Capital Advisors held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q4 2025 at 21,423 shares worth $998K. The position accounts for 0.27% of the portfolio, ranked #59.

Running Point Capital Advisors first reported a position in DFUV in Q2 2022 and has held it in 15 quarters since. The position peaked at $1.86M in Q1 2024. 738 funds tracked by Wall St. Rank hold DFUV as of Q4 2025.

Running Point Capital Advisors held 21,423 shares of Dimensional US Marketwide Value ETF worth $998K as of Q4 2025.
Running Point Capital Advisors left its Dimensional US Marketwide Value ETF share count unchanged in Q4 2025.
Dimensional US Marketwide Value ETF made up 0.27% of Running Point Capital Advisors's portfolio in Q4 2025, its #59 holding.
Running Point Capital Advisors first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 15 quarters since.
Running Point Capital Advisors's Dimensional US Marketwide Value ETF position peaked at $1.86M in Q1 2024.
738 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q4 2025.

Based on Running Point Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.