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 Q3	$1.44M	Sell	26,224 -237	-0.9%	-$13.3K	1.11%	17
2026 Q2	$1.46M	Hold	26,461	–	–	1.14%	18
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Trust Company of the South Greensboro, North Carolina $714M AUM 17.67% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return

Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return

Porter White Investment Advisors Birmingham, Alabama $161M AUM 13.97% 1-Year Est. Return

Disciplined Equity Management Neptune Beach, Florida $227M AUM 20.15% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

M Wealth Management LLC's DFUV Position: Q3 2026 in Review

M Wealth Management LLC reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 0.9% in Q3 2026, selling an estimated $13.3K and leaving 26,224 shares worth $1.44M. The position accounts for 1.11% of the portfolio, ranked #17.

M Wealth Management LLC first reported a position in DFUV in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.46M in Q2 2026. 240 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

M Wealth Management LLC held 26,224 shares of Dimensional US Marketwide Value ETF worth $1.44M as of Q3 2026.
M Wealth Management LLC sold 237 Dimensional US Marketwide Value ETF shares in Q3 2026, an estimated $13.3K.
Dimensional US Marketwide Value ETF made up 1.11% of M Wealth Management LLC's portfolio in Q3 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 8 quarters since.
M Wealth Management LLC's Dimensional US Marketwide Value ETF position peaked at $1.46M in Q2 2026.
240 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

Based on M Wealth Management LLC's 13F filing for Q3 2026, filed 14 Oct 2026.