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

Melfa 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
Q2 		$3.29M Sell
59,749
-2,590
-4% -$136K 1.77% 13
2026
Q1 		$3.02M Sell
62,339
-596
-0.9% -$29.2K 1.73% 12
2025
Q4 		$2.93M Buy
62,935
+32
+0.1% +$1.45K 1.69% 10
2025
Q3 		$2.81M Sell
62,903
-165
-0.3% -$7.19K 1.65% 12
2025
Q2 		$2.67M Sell
63,068
-594
-0.9% -$23.9K 1.69% 12
2025
Q1 		$2.62M Sell
63,662
-258
-0.4% -$10.8K 1.77% 11
2024
Q4 		$2.62M Sell
63,920
-10
-0% -$424 1.75% 10
2024
Q3 		$2.67M Sell
63,930
-2,892
-4% -$117K 1.76% 9
2024
Q2 		$2.62M Sell
66,822
-761
-1% -$30.1K 1.83% 9
2024
Q1 		$2.76M Buy
67,583
+478
+0.7% +$18.3K 2% 7
2023
Q4 		$2.5M Sell
67,105
-3,701
-5% -$127K 2.35% 7
2023
Q3 		$2.41M Sell
70,806
-832
-1% -$29.1K 2.62% 6
2023
Q2 		$2.47M Sell
71,638
-3,603
-5% -$120K 2.51% 6
2023
Q1 		$2.52M Sell
75,241
-1,091
-1% -$37.3K 2.52% 7
2022
Q4 		$2.56M Buy
+76,332
New +$2.54M 2.67% 7

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Focus Partners Wealth
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
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HighTower Advisors
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
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Melfa Wealth Management's DFUV Position: Q2 2026 in Review

Melfa Wealth Management reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 4.2% in Q2 2026, selling an estimated $136K and leaving 59,749 shares worth $3.29M. The position accounts for 1.77% of the portfolio, ranked #13.

Melfa Wealth Management first reported a position in DFUV in Q4 2022 and has held it in 15 quarters since. 798 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Melfa Wealth Management held 59,749 shares of Dimensional US Marketwide Value ETF worth $3.29M as of Q2 2026.
  • Melfa Wealth Management sold 2,590 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $136K.
  • Dimensional US Marketwide Value ETF made up 1.77% of Melfa Wealth Management's portfolio in Q2 2026, its #13 holding.
  • Melfa Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 798 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

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