MWM
DFUV icon

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

Meritas 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
Q1 		$27.1M Sell
558,686
-5,035
-0.9% -$247K 12.24% 1
2025
Q4 		$26.3M Sell
563,721
-15,420
-3% -$699K 12.63% 1
2025
Q3 		$25.9M Sell
579,141
-10,083
-2% -$439K 12.82% 1
2025
Q2 		$24.9M Sell
589,224
-10,154
-2% -$408K 13.69% 1
2025
Q1 		$24.7M Sell
599,378
-11,729
-2% -$492K 14.49% 1
2024
Q4 		$25M Sell
611,107
-19,569
-3% -$831K 15.04% 1
2024
Q3 		$26.3M Buy
630,676
+4,633
+0.7% +$187K 16.27% 1
2024
Q2 		$24.6M Sell
626,043
-18,409
-3% -$728K 17.34% 1
2024
Q1 		$26.4M Sell
644,452
-7,709
-1% -$294K 18.35% 1
2023
Q4 		$24.3M Sell
652,161
-217,096
-25% -$7.47M 18.2% 2
2023
Q3 		$29.6M Sell
869,257
-5,415
-0.6% -$190K 22.66% 1
2023
Q2 		$30.2M Buy
874,672
+7,346
+0.8% +$245K 22.66% 1
2023
Q1 		$29M Buy
867,326
+4,424
+0.5% +$151K 22.84% 1
2022
Q4 		$28.9M Buy
+862,902
New +$28.7M 23.86% 1

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

Meritas Wealth Management's DFUV Position: Q1 2026 in Review

Meritas Wealth Management reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 0.89% in Q1 2026, selling an estimated $247K and leaving 558,686 shares worth $27.1M. The position accounts for 12.24% of the portfolio, ranked #1.

Meritas Wealth Management first reported a position in DFUV in Q4 2022 and has held it in 14 quarters since. The position peaked at $30.2M in Q2 2023. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

  • Meritas Wealth Management held 558,686 shares of Dimensional US Marketwide Value ETF worth $27.1M as of Q1 2026.
  • Meritas Wealth Management sold 5,035 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $247K.
  • Dimensional US Marketwide Value ETF made up 12.24% of Meritas Wealth Management's portfolio in Q1 2026, its #1 holding.
  • Meritas Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q4 2022 and has held it in 14 quarters since.
  • Meritas Wealth Management's Dimensional US Marketwide Value ETF position peaked at $30.2M in Q2 2023.
  • 766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on Meritas Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.