BMCM
DFUV icon

Bryn Mawr Capital Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Bryn Mawr Capital Management’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 		$628K Buy
11,412
+88
+0.8% +$4.62K 0.03% 263
2026
Q1 		$549K Hold
11,324
– – 0.03% 265
2025
Q4 		$528K Hold
11,324
– – 0.03% 273
2025
Q3 		$506K Hold
11,324
– – 0.03% 273
2025
Q2 		$479K Buy
11,324
+5,014
+79% +$201K 0.03% 273
2025
Q1 		$260K Hold
6,310
– – 0.02% 338
2024
Q4 		$258K Hold
6,310
– – 0.01% 366
2024
Q3 		$263K Hold
6,310
– – 0.01% 358
2024
Q2 		$248K Hold
6,310
– – 0.01% 356
2024
Q1 		$258K Hold
6,310
– – 0.01% 356
2023
Q4 		$235K Sell
6,310
-22,910
-78% -$789K 0.01% 361
2023
Q3 		$994K Hold
29,220
– – 0.07% 207
2023
Q2 		$1.01M Hold
29,220
– – 0.09% 166
2023
Q1 		$978K Buy
29,220
+6,491
+29% +$222K 0.1% 165
2022
Q4 		$761K Hold
22,729
– – 0.08% 178
2022
Q3 		$673K Sell
22,729
-2,584
-10% -$84K 0.24% 79
2022
Q2 		$800K Buy
+25,313
New +$842K 0.26% 79

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Focus Partners Wealth
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
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HighTower Advisors
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
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return

Bryn Mawr Capital Management's DFUV Position: Q2 2026 in Review

Bryn Mawr Capital Management increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.78% in Q2 2026, buying an estimated $4.62K and bringing the position to 11,412 shares worth $628K. The position accounts for 0.03% of the portfolio, ranked #263.

Bryn Mawr Capital Management first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.01M in Q2 2023. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Bryn Mawr Capital Management held 11,412 shares of Dimensional US Marketwide Value ETF worth $628K as of Q2 2026.
  • Bryn Mawr Capital Management bought 88 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $4.62K.
  • Dimensional US Marketwide Value ETF made up 0.03% of Bryn Mawr Capital Management's portfolio in Q2 2026, its #263 holding.
  • Bryn Mawr Capital Management first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
  • Bryn Mawr Capital Management's Dimensional US Marketwide Value ETF position peaked at $1.01M in Q2 2023.
  • 797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Bryn Mawr Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.