TPG Financial Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

TPG Financial 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
2026 Q2	$580K	Sell	10,547 -1,048	-9%	-$55K	0.17%	45
2026 Q1	$562K	Hold	11,595	–	–	0.18%	47
2025 Q4	$540K	Sell	11,595 -975	-8%	-$44.2K	0.18%	46
2025 Q3	$562K	Hold	12,570	–	–	0.21%	44
2025 Q2	$531K	Sell	12,570 -2,182	-15%	-$87.6K	0.21%	45
2025 Q1	$608K	Hold	14,752	–	–	0.27%	37
2024 Q4	$604K	Hold	14,752	–	–	0.26%	42
2024 Q3	$615K	Hold	14,752	–	–	0.28%	40
2024 Q2	$579K	Buy	+14,752	New	+$584K	0.27%	40
2023 Q4	$549K	Buy	+14,752	New	+$508K	0.28%	38

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 $103B AUM 28.65% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return

TPG Financial Advisors's DFUV Position: Q2 2026 in Review

TPG Financial Advisors reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 9% in Q2 2026, selling an estimated $55K and leaving 10,547 shares worth $580K. The position accounts for 0.17% of the portfolio, ranked #45.

TPG Financial Advisors first reported a position in DFUV in Q4 2023 and has held it in 10 quarters since. The position peaked at $615K in Q3 2024. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

TPG Financial Advisors held 10,547 shares of Dimensional US Marketwide Value ETF worth $580K as of Q2 2026.
TPG Financial Advisors sold 1,048 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $55K.
Dimensional US Marketwide Value ETF made up 0.17% of TPG Financial Advisors's portfolio in Q2 2026, its #45 holding.
TPG Financial Advisors first reported a position in Dimensional US Marketwide Value ETF in Q4 2023 and has held it in 10 quarters since.
TPG Financial Advisors's Dimensional US Marketwide Value ETF position peaked at $615K in Q3 2024.
797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on TPG Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.