MWM
DFUV icon

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

Modern 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 		$224K Hold
4,602
– – ﹤0.01% 803
2025
Q4 		$214K Hold
4,602
– – ﹤0.01% 796
2025
Q3 		$206K Buy
+4,602
New +$200K ﹤0.01% 760

Other funds holding DFUV

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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

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

Modern Wealth Management held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q1 2026 at 4,602 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #803.

Modern Wealth Management first reported a position in DFUV in Q3 2025 and has held it in 3 quarters since. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

  • Modern Wealth Management held 4,602 shares of Dimensional US Marketwide Value ETF worth $224K as of Q1 2026.
  • Modern Wealth Management left its Dimensional US Marketwide Value ETF share count unchanged in Q1 2026.
  • Dimensional US Marketwide Value ETF made up ﹤0.01% of Modern Wealth Management's portfolio in Q1 2026, its #803 holding.
  • Modern Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q3 2025 and has held it in 3 quarters since.
  • 766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.