FWM
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FMB Wealth Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

FMB Wealth 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 		$5.71M Sell
103,735
-1,964
-2% -$103K 2.1% 13
2026
Q1 		$5.12M Sell
105,699
-849
-0.8% -$41.6K 2.12% 13
2025
Q4 		$4.96M Sell
106,548
-452
-0.4% -$20.5K 1.96% 16
2025
Q3 		$4.78M Hold
107,000
– – 2.03% 16
2025
Q2 		$4.52M Buy
107,000
+1,225
+1% +$49.2K 2.15% 14
2025
Q1 		$4.36M Hold
105,775
– – 2.41% 11
2024
Q4 		$4.33M Hold
105,775
– – 2.44% 13
2024
Q3 		$4.41M Hold
105,775
– – 2.49% 14
2024
Q2 		$4.15M Sell
105,775
-1,495
-1% -$59.2K 3.16% 10
2024
Q1 		$4.39M Hold
107,270
– – 3.5% 10
2023
Q4 		$3.99M Sell
107,270
-4,759
-4% -$164K 3.65% 10
2023
Q3 		$3.81M Buy
112,029
+278
+0.2% +$9.74K 4.09% 8
2023
Q2 		$3.86M Sell
111,751
-1,404
-1% -$46.9K 4.09% 7
2023
Q1 		$3.79M Buy
113,155
+48
+0% +$1.64K 4.52% 6
2022
Q4 		$3.79M Buy
+113,107
New +$3.76M 4.87% 6

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

FMB Wealth Management's DFUV Position: Q2 2026 in Review

FMB Wealth Management reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 1.9% in Q2 2026, selling an estimated $103K and leaving 103,735 shares worth $5.71M. The position accounts for 2.1% of the portfolio, ranked #13.

FMB Wealth Management first reported a position in DFUV in Q4 2022 and has held it in 15 quarters since. 800 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • FMB Wealth Management held 103,735 shares of Dimensional US Marketwide Value ETF worth $5.71M as of Q2 2026.
  • FMB Wealth Management sold 1,964 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $103K.
  • Dimensional US Marketwide Value ETF made up 2.1% of FMB Wealth Management's portfolio in Q2 2026, its #13 holding.
  • FMB Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 800 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on FMB Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.