MT
DFUV icon

Midwest Trust’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Midwest Trust’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 		$1.28M Buy
23,356
+357
+2% +$18.7K 0.01% 334
2026
Q1 		$1.11M Hold
22,999
– – 0.01% 341
2025
Q4 		$1.07M Hold
22,999
– – 0.01% 336
2025
Q3 		$1.03M Sell
22,999
-16
-0.1% -$697 0.01% 341
2025
Q2 		$973K Buy
+23,015
New +$924K 0.01% 344

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

Midwest Trust's DFUV Position: Q2 2026 in Review

Midwest Trust increased its Dimensional US Marketwide Value ETF (DFUV) stake by 1.6% in Q2 2026, buying an estimated $18.7K and bringing the position to 23,356 shares worth $1.28M. The position accounts for 0.01% of the portfolio, ranked #334.

Midwest Trust first reported a position in DFUV in Q2 2025 and has held it in 5 quarters since. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Midwest Trust held 23,356 shares of Dimensional US Marketwide Value ETF worth $1.28M as of Q2 2026.
  • Midwest Trust bought 357 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $18.7K.
  • Dimensional US Marketwide Value ETF made up 0.01% of Midwest Trust's portfolio in Q2 2026, its #334 holding.
  • Midwest Trust first reported a position in Dimensional US Marketwide Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.