MWM
DFUV icon

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

Mission 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 		$39.4M Buy
715,500
+2,390
+0.3% +$125K 0.48% 32
2026
Q1 		$34.6M Sell
713,110
-5,952
-0.8% -$292K 0.71% 25
2025
Q4 		$33.5M Buy
719,062
+120,229
+20% +$5.45M 0.67% 27
2025
Q3 		$26.8M Buy
598,833
+6,371
+1% +$277K 0.53% 34
2025
Q2 		$25M Buy
592,462
+5,001
+0.9% +$201K 0.54% 33
2025
Q1 		$24.2M Buy
587,461
+21,367
+4% +$897K 0.59% 28
2024
Q4 		$23.2M Buy
566,094
+516,172
+1,034% +$21.9M 0.54% 29
2024
Q3 		$2.08M Sell
49,922
-763
-2% -$30.8K 0.05% 173
2024
Q2 		$1.99M Sell
50,685
-2,447
-5% -$96.8K 0.05% 175
2024
Q1 		$2.17M Sell
53,132
-301
-0.6% -$11.5K 0.06% 173
2023
Q4 		$1.99M Buy
53,433
+26,503
+98% +$912K 0.06% 149
2023
Q3 		$916K Hold
26,930
– – 0.03% 234
2023
Q2 		$929K Sell
26,930
-1,061
-4% -$35.4K 0.04% 229
2023
Q1 		$937K Sell
27,991
-174
-0.6% -$5.96K 0.04% 224
2022
Q4 		$943K Sell
28,165
-2,039
-7% -$67.8K 0.05% 211
2022
Q3 		$894K Sell
30,204
-281
-0.9% -$9.14K 0.05% 200
2022
Q2 		$963K Buy
+30,485
New +$1.01M 0.05% 194

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

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

Mission Wealth Management increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.34% in Q2 2026, buying an estimated $125K and bringing the position to 715,500 shares worth $39.4M. The position accounts for 0.48% of the portfolio, ranked #32.

Mission Wealth Management first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. 799 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Mission Wealth Management held 715,500 shares of Dimensional US Marketwide Value ETF worth $39.4M as of Q2 2026.
  • Mission Wealth Management bought 2,390 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $125K.
  • Dimensional US Marketwide Value ETF made up 0.48% of Mission Wealth Management's portfolio in Q2 2026, its #32 holding.
  • Mission Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
  • 799 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.