McMill Wealth Management
DFUV icon

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

McMill Wealth 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
Q3 		$19.1M Buy
+346,762
New +$19.5M 4.34% 10
2026
Q1 		– Sell
-352,175
Closed -$16.4M – 73
2025
Q4 		$16.4M Sell
352,175
-361,365
-51% -$16.4M 4.61% 10
2025
Q3 		$31.9M Buy
+713,540
New +$31.1M 9.09% 2

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HighTower Advisors
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TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

McMill Wealth Management's DFUV Position: Q3 2026 in Review

McMill Wealth Management opened a new position in Dimensional US Marketwide Value ETF (DFUV) in Q3 2026: 346,762 shares worth $19.1M. The stake represents 4.34% of the portfolio and ranks #10 among its holdings. This is a return to the name: McMill Wealth Management previously reported a position in DFUV as recently as Q4 2025.

McMill Wealth Management first reported a position in DFUV in Q3 2025 and has held it in 3 quarters since. The position peaked at $31.9M in Q3 2025. 578 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

  • McMill Wealth Management held 346,762 shares of Dimensional US Marketwide Value ETF worth $19.1M as of Q3 2026.
  • Dimensional US Marketwide Value ETF was a new McMill Wealth Management position in Q3 2026.
  • Dimensional US Marketwide Value ETF made up 4.34% of McMill Wealth Management's portfolio in Q3 2026, its #10 holding.
  • McMill Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q3 2025 and has held it in 3 quarters since.
  • McMill Wealth Management's Dimensional US Marketwide Value ETF position peaked at $31.9M in Q3 2025.
  • 578 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

Based on McMill Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.