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

Total Wealth 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
2025
Q4 		– Sell
-113,917
Closed -$5.09M – 54
2025
Q3 		$5.09M Sell
113,917
-2,375
-2% -$103K 0.59% 32
2025
Q2 		$4.92M Sell
116,292
-3,976
-3% -$160K 0.62% 31
2025
Q1 		$4.96M Sell
120,268
-3,678
-3% -$154K 0.76% 24
2024
Q4 		$5.07M Sell
123,946
-4,300
-3% -$183K 0.79% 25
2024
Q3 		$5.35M Sell
128,246
-3,360
-3% -$136K 0.83% 24
2024
Q2 		$5.43M Sell
131,606
-20,112
-13% -$796K 0.89% 24
2024
Q1 		$6.21M Sell
151,718
-17,722
-10% -$677K 1.07% 23
2023
Q4 		$6.31M Sell
169,440
-44,369
-21% -$1.53M 1.14% 23
2023
Q3 		$7.27M Buy
213,809
+75,433
+55% +$2.64M 1.49% 19
2023
Q2 		$4.77M Sell
138,376
-81
-0.1% -$2.71K 0.99% 25
2023
Q1 		$4.64M Sell
138,457
-1,483
-1% -$50.8K 1.02% 23
2022
Q4 		$4.69M Sell
139,940
-30,437
-18% -$1.01M 1.16% 22
2022
Q3 		$5.04M Buy
+170,377
New +$5.54M 1.43% 19

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Northern Trust
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
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Creative Planning
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
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Total Wealth Planning's DFUV Position: Q4 2025 in Review

Total Wealth Planning sold out of Dimensional US Marketwide Value ETF (DFUV) in Q4 2025, closing a stake of 113,917 shares — an estimated $5.09M sold.

Total Wealth Planning first reported a position in DFUV in Q3 2022 and held it in 13 quarters. The position peaked at $7.27M in Q3 2023. 738 funds tracked by Wall St. Rank hold DFUV as of Q4 2025.

  • Total Wealth Planning reported no remaining Dimensional US Marketwide Value ETF position as of Q4 2025 after selling out during the quarter.
  • Total Wealth Planning sold 113,917 Dimensional US Marketwide Value ETF shares in Q4 2025, an estimated $5.09M.
  • Total Wealth Planning first reported a position in Dimensional US Marketwide Value ETF in Q3 2022 and held it in 13 quarters.
  • Total Wealth Planning's Dimensional US Marketwide Value ETF position peaked at $7.27M in Q3 2023.
  • 738 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q4 2025.

Based on Total Wealth Planning's 13F filing for Q4 2025, filed 13 Feb 2026.