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MJP Associates’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

MJP Associates’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 		$242K Buy
4,396
+10
+0.2% +$525 0.03% 194
2026
Q1 		$213K Buy
4,386
+11
+0.3% +$540 0.03% 214
2025
Q4 		$204K Sell
4,375
-105
-2% -$4.76K 0.03% 238
2025
Q3 		$200K Buy
+4,480
New +$195K 0.03% 247

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

MJP Associates's DFUV Position: Q2 2026 in Review

MJP Associates increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.23% in Q2 2026, buying an estimated $525 and bringing the position to 4,396 shares worth $242K. The position accounts for 0.03% of the portfolio, ranked #194.

MJP Associates first reported a position in DFUV in Q3 2025 and has held it in 4 quarters since. 803 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • MJP Associates held 4,396 shares of Dimensional US Marketwide Value ETF worth $242K as of Q2 2026.
  • MJP Associates bought 10 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $525.
  • Dimensional US Marketwide Value ETF made up 0.03% of MJP Associates's portfolio in Q2 2026, its #194 holding.
  • MJP Associates first reported a position in Dimensional US Marketwide Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 803 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on MJP Associates's 13F filing for Q2 2026, filed 11 Aug 2026.