MAM
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McLean Asset Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

McLean Asset 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 		$29.8M Sell
614,532
-13,179
-2% -$646K 5.21% 5
2025
Q4 		$30.3M Sell
627,711
-5,391
-0.9% -$245K 5.44% 5
2025
Q3 		$28.5M Sell
633,102
-41,533
-6% -$1.81M 5.88% 4
2025
Q2 		$29M Sell
674,635
-10,474
-2% -$421K 7.61% 2
2025
Q1 		$24.8M Sell
685,109
-19,411
-3% -$815K 8.2% 2
2024
Q4 		$28.8M Sell
704,520
-9,371
-1% -$398K 8.66% 2
2024
Q3 		$29.9M Sell
713,891
-7,499
-1% -$303K 9.01% 2
2024
Q2 		$28.4M Buy
721,390
+334
+0% +$13.2K 9.19% 2
2024
Q1 		$29.2M Sell
721,056
-20,399
-3% -$779K 10% 2
2023
Q4 		$27.4M Sell
741,455
-3,784
-0.5% -$130K 10.28% 2
2023
Q3 		$25.3M Sell
745,239
-20,206
-3% -$708K 10.36% 2
2023
Q2 		$26.4M Sell
765,445
-12,408
-2% -$415K 10.35% 2
2023
Q1 		$26M Sell
777,853
-110,871
-12% -$3.8M 10.72% 2
2022
Q4 		$29.8M Buy
888,724
+15,448
+2% +$513K 10.13% 2
2022
Q3 		$26.8M Sell
873,276
-2,089
-0.2% -$67.9K 10.33% 2
2022
Q2 		$27.5M Buy
+875,365
New +$29.1M 10.97% 2

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 $94.2B AUM 21.24% 1-Year Est. Return

McLean Asset Management's DFUV Position: Q1 2026 in Review

McLean Asset Management reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 2.1% in Q1 2026, selling an estimated $646K and leaving 614,532 shares worth $29.8M. The position accounts for 5.21% of the portfolio, ranked #5.

McLean Asset Management first reported a position in DFUV in Q2 2022 and has held it in 16 quarters since. The position peaked at $30.3M in Q4 2025. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

  • McLean Asset Management held 614,532 shares of Dimensional US Marketwide Value ETF worth $29.8M as of Q1 2026.
  • McLean Asset Management sold 13,179 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $646K.
  • Dimensional US Marketwide Value ETF made up 5.21% of McLean Asset Management's portfolio in Q1 2026, its #5 holding.
  • McLean Asset Management first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 16 quarters since.
  • McLean Asset Management's Dimensional US Marketwide Value ETF position peaked at $30.3M in Q4 2025.
  • 766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on McLean Asset Management's 13F filing for Q1 2026, filed 22 Apr 2026.