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

MBM Wealth Consultants’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	$1.18M	Hold	21,375	–	–	0.23%	58
2026 Q1	$1.04M	Hold	21,375	–	–	0.24%	55
2025 Q4	$996K	Hold	21,375	–	–	0.24%	53
2025 Q3	$955K	Hold	21,375	–	–	0.24%	53
2025 Q2	$904K	Hold	21,375	–	–	0.24%	57
2025 Q1	$881K	Hold	21,375	–	–	0.26%	52
2024 Q4	$873K	Hold	21,375	–	–	0.26%	53
2024 Q3	$891K	Hold	21,375	–	–	0.28%	52
2024 Q2	$834K	Hold	21,375	–	–	0.28%	52
2024 Q1	$874K	Hold	21,375	–	–	0.31%	51
2023 Q4	$805K	Hold	21,375	–	–	0.3%	52
2023 Q3	$715K	Hold	21,375	–	–	0.31%	51
2023 Q2	$749K	Hold	21,375	–	–	0.32%	47
2023 Q1	$716K	Hold	21,375	–	–	0.29%	45
2022 Q4	$713K	Hold	21,375	–	–	0.33%	35
2022 Q3	$654K	Buy	+21,375	New	+$695K	0.32%	36

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

MBM Wealth Consultants's DFUV Position: Q2 2026 in Review

MBM Wealth Consultants held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 21,375 shares worth $1.18M. The position accounts for 0.23% of the portfolio, ranked #58.

MBM Wealth Consultants first reported a position in DFUV in Q3 2022 and has held it in 16 quarters since. 798 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

MBM Wealth Consultants held 21,375 shares of Dimensional US Marketwide Value ETF worth $1.18M as of Q2 2026.
MBM Wealth Consultants left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
Dimensional US Marketwide Value ETF made up 0.23% of MBM Wealth Consultants's portfolio in Q2 2026, its #58 holding.
MBM Wealth Consultants first reported a position in Dimensional US Marketwide Value ETF in Q3 2022 and has held it in 16 quarters since.
798 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.