MWA
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Midland Wealth Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Midland Wealth Advisors’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 		– Sell
-12,492
Closed -$605K – 164
2026
Q1 		$605K Sell
12,492
-847
-6% -$41.5K 0.03% 97
2025
Q4 		$621K Sell
13,339
-504
-4% -$22.9K 0.03% 94
2025
Q3 		$619K Sell
13,843
-138
-1% -$6.01K 0.03% 99
2025
Q2 		$591K Sell
13,981
-79
-0.6% -$3.17K 0.03% 109
2025
Q1 		$579K Sell
14,060
-199
-1% -$8.35K 0.03% 120
2024
Q4 		$583K Sell
14,259
-184
-1% -$7.81K 0.04% 124
2024
Q3 		$602K Sell
14,443
-285
-2% -$11.5K 0.04% 124
2024
Q2 		$578K Sell
14,728
-531
-3% -$21K 0.03% 127
2024
Q1 		$624K Sell
15,259
-63
-0.4% -$2.41K 0.04% 119
2023
Q4 		$570K Buy
+15,322
New +$527K 0.04% 125

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 $103B AUM 28.65% 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 $77.5B AUM 28.19% 1-Year Est. Return

Midland Wealth Advisors's DFUV Position: Q2 2026 in Review

Midland Wealth Advisors sold out of Dimensional US Marketwide Value ETF (DFUV) in Q2 2026, closing a stake of 12,492 shares — an estimated $605K sold.

Midland Wealth Advisors first reported a position in DFUV in Q4 2023 and held it in 10 quarters. The position peaked at $624K in Q1 2024. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Midland Wealth Advisors reported no remaining Dimensional US Marketwide Value ETF position as of Q2 2026 after selling out during the quarter.
  • Midland Wealth Advisors sold 12,492 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $605K.
  • Midland Wealth Advisors first reported a position in Dimensional US Marketwide Value ETF in Q4 2023 and held it in 10 quarters.
  • Midland Wealth Advisors's Dimensional US Marketwide Value ETF position peaked at $624K in Q1 2024.
  • 797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

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