MBL Wealth’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

MBL Wealth’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	$672K	Buy	12,223 +1,092	+10%	+$57.3K	0.05%	174
2026 Q1	$539K	Hold	11,131	–	–	0.04%	185
2025 Q4	$519K	Buy	11,131 +3,902	+54%	+$177K	0.04%	177
2025 Q3	$323K	Hold	7,229	–	–	0.03%	192
2025 Q2	$306K	Hold	7,229	–	–	0.03%	187
2025 Q1	$298K	Hold	7,229	–	–	0.03%	177
2024 Q4	$296K	Hold	7,229	–	–	0.03%	176
2024 Q3	$301K	Hold	7,229	–	–	0.03%	165
2024 Q2	$284K	Hold	7,229	–	–	0.03%	167
2024 Q1	$296K	Hold	7,229	–	–	0.03%	154
2023 Q4	$269K	Hold	7,229	–	–	0.03%	148
2023 Q3	$246K	Hold	7,229	–	–	0.03%	150
2023 Q2	$249K	Hold	7,229	–	–	0.04%	148
2023 Q1	$242K	Hold	7,229	–	–	0.04%	138
2022 Q4	$242K	Hold	7,229	–	–	0.05%	141
2022 Q3	$214K	Hold	7,229	–	–	0.05%	146
2022 Q2	$228K	Buy	+7,229	New	+$241K	0.06%	124

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

MBL Wealth's DFUV Position: Q2 2026 in Review

MBL Wealth increased its Dimensional US Marketwide Value ETF (DFUV) stake by 9.8% in Q2 2026, buying an estimated $57.3K and bringing the position to 12,223 shares worth $672K. The position accounts for 0.05% of the portfolio, ranked #174.

MBL Wealth first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. 798 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

MBL Wealth held 12,223 shares of Dimensional US Marketwide Value ETF worth $672K as of Q2 2026.
MBL Wealth bought 1,092 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $57.3K.
Dimensional US Marketwide Value ETF made up 0.05% of MBL Wealth's portfolio in Q2 2026, its #174 holding.
MBL Wealth first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
798 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.