KCM
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KM Capital Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

KM 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 		– Sell
-2,650
Closed -$139K – 62
2026
Q1 		$139K Buy
+2,650
New +$130K 0.09% 40
2025
Q3 		– Sell
-6,277
Closed -$265K – 53
2025
Q2 		$265K Buy
6,277
+29
+0.5% +$1.17K 0.13% 53
2025
Q1 		$257K Sell
6,248
-1,604
-20% -$67.3K 0.14% 51
2024
Q4 		$321K Sell
7,852
-717
-8% -$30.4K 0.17% 38
2024
Q3 		$357K Sell
8,569
-3,502
-29% -$142K 0.19% 35
2024
Q2 		$474K Buy
12,071
+49
+0.4% +$1.94K 0.25% 34
2024
Q1 		$492K Sell
12,022
-389
-3% -$14.9K 0.27% 36
2023
Q4 		$462K Buy
12,411
+43
+0.3% +$1.48K 0.27% 34
2023
Q3 		$421K Sell
12,368
-6,876
-36% -$241K 0.29% 31
2023
Q2 		$664K Sell
19,244
-30,633
-61% -$1.02M 0.48% 25
2023
Q1 		$1.67M Sell
49,877
-29,668
-37% -$1.02M 1.54% 16
2022
Q4 		$2.66M Buy
+79,545
New +$2.64M 2.65% 11

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 27.94% 1-Year Est. Return

KM Capital Management's DFUV Position: Q2 2026 in Review

KM Capital Management sold out of Dimensional US Marketwide Value ETF (DFUV) in Q2 2026, closing a stake of 2,650 shares — an estimated $139K sold.

KM Capital Management first reported a position in DFUV in Q4 2022 and held it in 12 quarters. The position peaked at $2.66M in Q4 2022. 794 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • KM Capital Management reported no remaining Dimensional US Marketwide Value ETF position as of Q2 2026 after selling out during the quarter.
  • KM Capital Management sold 2,650 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $139K.
  • KM Capital Management first reported a position in Dimensional US Marketwide Value ETF in Q4 2022 and held it in 12 quarters.
  • KM Capital Management's Dimensional US Marketwide Value ETF position peaked at $2.66M in Q4 2022.
  • 794 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on KM Capital Management's 13F filing for Q2 2026, filed 17 Aug 2026.