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 Q2	$396K	Hold	7,193	–	–	0.15%	81
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 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

M1 Capital Management's DFUV Position: Q2 2026 in Review

M1 Capital Management held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 7,193 shares worth $396K. The position accounts for 0.15% of the portfolio, ranked #81.

M1 Capital Management first reported a position in DFUV in Q4 2024 and has held it in 7 quarters since. 803 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

M1 Capital Management held 7,193 shares of Dimensional US Marketwide Value ETF worth $396K as of Q2 2026.
M1 Capital Management left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
Dimensional US Marketwide Value ETF made up 0.15% of M1 Capital Management's portfolio in Q2 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 7 quarters since.
803 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on M1 Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.