LCM
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LVM Capital Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

LVM 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 		$407K Hold
7,391
– – 0.03% 123
2026
Q1 		$358K Hold
7,391
– – 0.03% 122
2025
Q4 		$344K Hold
7,391
– – 0.03% 131
2025
Q3 		$330K Buy
+7,391
New +$322K 0.03% 129

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

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

LVM Capital Management held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 7,391 shares worth $407K. The position accounts for 0.03% of the portfolio, ranked #123.

LVM Capital Management first reported a position in DFUV in Q3 2025 and has held it in 4 quarters since. 802 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • LVM Capital Management held 7,391 shares of Dimensional US Marketwide Value ETF worth $407K as of Q2 2026.
  • LVM Capital Management left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
  • Dimensional US Marketwide Value ETF made up 0.03% of LVM Capital Management's portfolio in Q2 2026, its #123 holding.
  • LVM Capital Management first reported a position in Dimensional US Marketwide Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 802 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on LVM Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.