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
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 $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

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

Mission Wealth Management reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 0.83% in Q1 2026, selling an estimated $292K and leaving 713,110 shares worth $34.6M. The position accounts for 0.71% of the portfolio, ranked #25.

Mission Wealth Management first reported a position in DFUV in Q2 2022 and has held it in 16 quarters since. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

  • Mission Wealth Management held 713,110 shares of Dimensional US Marketwide Value ETF worth $34.6M as of Q1 2026.
  • Mission Wealth Management sold 5,952 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $292K.
  • Dimensional US Marketwide Value ETF made up 0.71% of Mission Wealth Management's portfolio in Q1 2026, its #25 holding.
  • Mission Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 16 quarters since.
  • 766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.