Mission Wealth Management
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
Q3 		$39M Sell
709,857
-5,643
-0.8% -$317K 0.62% 30
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

Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Index Fund Advisors
Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Mission Wealth Management's DFUV Position: Q3 2026 in Review

Mission Wealth Management reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 0.79% in Q3 2026, selling an estimated $317K and leaving 709,857 shares worth $39M. The position accounts for 0.62% of the portfolio, ranked #30.

Mission Wealth Management first reported a position in DFUV in Q2 2022 and has held it in 18 quarters since. The position peaked at $39.4M in Q2 2026. 578 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

  • Mission Wealth Management held 709,857 shares of Dimensional US Marketwide Value ETF worth $39M as of Q3 2026.
  • Mission Wealth Management sold 5,643 Dimensional US Marketwide Value ETF shares in Q3 2026, an estimated $317K.
  • Dimensional US Marketwide Value ETF made up 0.62% of Mission Wealth Management's portfolio in Q3 2026, its #30 holding.
  • Mission Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 18 quarters since.
  • Mission Wealth Management's Dimensional US Marketwide Value ETF position peaked at $39.4M in Q2 2026.
  • 578 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

Based on Mission Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.