MCM
DFUV icon

M1 Capital Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

M1 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
Q1 		$349K Sell
7,193
-1,034
-13% -$50.7K 0.16% 81
2025
Q4 		$383K Sell
8,227
-439
-5% -$19.9K 0.16% 78
2025
Q3 		$387K Hold
8,666
– – 0.17% 74
2025
Q2 		$366K Hold
8,666
– – 0.18% 73
2025
Q1 		$357K Hold
8,666
– – 0.22% 60
2024
Q4 		$355K Buy
+8,666
New +$368K 0.19% 62

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 $103B AUM 28.65% 1-Year Est. Return

M1 Capital Management's DFUV Position: Q1 2026 in Review

M1 Capital Management reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 13% in Q1 2026, selling an estimated $50.7K and leaving 7,193 shares worth $349K. The position accounts for 0.16% of the portfolio, ranked #81.

M1 Capital Management first reported a position in DFUV in Q4 2024 and has held it in 6 quarters since. The position peaked at $387K in Q3 2025. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

  • M1 Capital Management held 7,193 shares of Dimensional US Marketwide Value ETF worth $349K as of Q1 2026.
  • M1 Capital Management sold 1,034 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $50.7K.
  • Dimensional US Marketwide Value ETF made up 0.16% of M1 Capital Management's portfolio in Q1 2026, its #81 holding.
  • M1 Capital Management first reported a position in Dimensional US Marketwide Value ETF in Q4 2024 and has held it in 6 quarters since.
  • M1 Capital Management's Dimensional US Marketwide Value ETF position peaked at $387K in Q3 2025.
  • 766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on M1 Capital Management's 13F filing for Q1 2026, filed 8 May 2026.