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
Q2 		$389K Buy
7,065
+2,463
+54% +$129K ﹤0.01% 792
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

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

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

Modern Wealth Management increased its Dimensional US Marketwide Value ETF (DFUV) stake by 54% in Q2 2026, buying an estimated $129K and bringing the position to 7,065 shares worth $389K. The position accounts for ﹤0.01% of the portfolio, ranked #792.

Modern Wealth Management first reported a position in DFUV in Q3 2025 and has held it in 4 quarters since. 800 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Modern Wealth Management held 7,065 shares of Dimensional US Marketwide Value ETF worth $389K as of Q2 2026.
  • Modern Wealth Management bought 2,463 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $129K.
  • Dimensional US Marketwide Value ETF made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #792 holding.
  • Modern Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 800 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.