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 Q2	$5.35M	Buy	97,249 +164	+0.2%	+$8.61K	3.09%	6
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 $80.9B AUM 26.08% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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 Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

SwitchPoint Financial Planning's DFUV Position: Q2 2026 in Review

SwitchPoint Financial Planning increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.17% in Q2 2026, buying an estimated $8.61K and bringing the position to 97,249 shares worth $5.35M. The position accounts for 3.09% of the portfolio, ranked #6.

SwitchPoint Financial Planning first reported a position in DFUV in Q4 2024 and has held it in 7 quarters since. 800 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

SwitchPoint Financial Planning held 97,249 shares of Dimensional US Marketwide Value ETF worth $5.35M as of Q2 2026.
SwitchPoint Financial Planning bought 164 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $8.61K.
Dimensional US Marketwide Value ETF made up 3.09% of SwitchPoint Financial Planning's portfolio in Q2 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 7 quarters since.
800 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on SwitchPoint Financial Planning's 13F filing for Q2 2026, filed 17 Aug 2026.