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

TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TCOTS
Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 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. 403 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.
  • 403 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.