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

SwitchPoint Financial 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 Q1	$4.7M	Sell	97,085 -891	-0.9%	-$43.7K	3.19%	6
2025 Q4	$4.56M	Sell	97,976 -5,343	-5%	-$242K	3.2%	5
2025 Q3	$4.62M	Buy	103,319 +219	+0.2%	+$9.54K	3.34%	5
2025 Q2	$4.36M	Sell	103,100 -5,590	-5%	-$224K	3.57%	5
2025 Q1	$4.48M	Buy	108,690 +201	+0.2%	+$8.44K	4.25%	5
2024 Q4	$4.44M	Buy	+108,489	New	+$4.6M	4.25%	5

Other funds holding DFUV

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

SwitchPoint Financial Planning's DFUV Position: Q1 2026 in Review

SwitchPoint Financial Planning reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 0.91% in Q1 2026, selling an estimated $43.7K and leaving 97,085 shares worth $4.7M. The position accounts for 3.19% of the portfolio, ranked #6.

SwitchPoint Financial Planning first reported a position in DFUV in Q4 2024 and has held it in 6 quarters since. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

SwitchPoint Financial Planning held 97,085 shares of Dimensional US Marketwide Value ETF worth $4.7M as of Q1 2026.
SwitchPoint Financial Planning sold 891 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $43.7K.
Dimensional US Marketwide Value ETF made up 3.19% of SwitchPoint Financial Planning's portfolio in Q1 2026, its #6 holding.
SwitchPoint Financial Planning first reported a position in Dimensional US Marketwide Value ETF in Q4 2024 and has held it in 6 quarters since.
766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on SwitchPoint Financial Planning's 13F filing for Q1 2026, filed 30 Apr 2026.