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M Wealth Management LLC’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

M Wealth Management LLC’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
Q1 		$1.28M Hold
26,461
– – 1.08% 17
2025
Q4 		$1.23M Sell
26,461
-181
-0.7% -$8.21K 1.07% 17
2025
Q3 		$1.19M Hold
26,642
– – 1.05% 17
2025
Q2 		$1.13M Hold
26,642
– – 1.04% 17
2025
Q1 		$1.1M Sell
26,642
-3,210
-11% -$135K 1.02% 17
2024
Q4 		$1.22M Buy
+29,852
New +$1.27M 1.12% 15

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

M Wealth Management LLC's DFUV Position: Q1 2026 in Review

M Wealth Management LLC held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q1 2026 at 26,461 shares worth $1.28M. The position accounts for 1.08% of the portfolio, ranked #17.

M Wealth Management LLC first reported a position in DFUV in Q4 2024 and has held it in 6 quarters since. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

  • M Wealth Management LLC held 26,461 shares of Dimensional US Marketwide Value ETF worth $1.28M as of Q1 2026.
  • M Wealth Management LLC left its Dimensional US Marketwide Value ETF share count unchanged in Q1 2026.
  • Dimensional US Marketwide Value ETF made up 1.08% of M Wealth Management LLC's portfolio in Q1 2026, its #17 holding.
  • M Wealth Management LLC first reported a position in Dimensional US Marketwide Value ETF in Q4 2024 and has held it in 6 quarters since.
  • 766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on M Wealth Management LLC's 13F filing for Q1 2026, filed 15 May 2026.