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 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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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 Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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 Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

M Wealth Management LLC's DFUV Position: Q2 2026 in Review

M Wealth Management LLC held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 26,461 shares worth $1.46M. The position accounts for 1.14% of the portfolio, ranked #18.

M Wealth Management LLC first reported a position in DFUV in Q4 2024 and has held it in 7 quarters since. 800 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

M Wealth Management LLC held 26,461 shares of Dimensional US Marketwide Value ETF worth $1.46M as of Q2 2026.
M Wealth Management LLC left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
Dimensional US Marketwide Value ETF made up 1.14% of M Wealth Management LLC's portfolio in Q2 2026, its #18 holding.
M Wealth Management LLC first reported a position in Dimensional US Marketwide Value ETF in Q4 2024 and has held it in 7 quarters since.
800 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on M Wealth Management LLC's 13F filing for Q2 2026, filed 27 Jul 2026.