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Money Concepts Capital’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Money Concepts Capital’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 		$738K Hold
13,418
– – 0.03% 355
2026
Q1 		$650K Buy
+13,418
New +$658K 0.04% 341
2023
Q1 		– Sell
-342
Closed -$11.4K – 1040
2022
Q4 		$11.4K Buy
+342
New +$11.4K ﹤0.01% 1946

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 $103B AUM 28.65% 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 $77.5B AUM 28.19% 1-Year Est. Return

Money Concepts Capital's DFUV Position: Q2 2026 in Review

Money Concepts Capital held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 13,418 shares worth $738K. The position accounts for 0.03% of the portfolio, ranked #355.

Money Concepts Capital first reported a position in DFUV in Q4 2022 and has held it in 3 quarters since. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Money Concepts Capital held 13,418 shares of Dimensional US Marketwide Value ETF worth $738K as of Q2 2026.
  • Money Concepts Capital left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
  • Dimensional US Marketwide Value ETF made up 0.03% of Money Concepts Capital's portfolio in Q2 2026, its #355 holding.
  • Money Concepts Capital first reported a position in Dimensional US Marketwide Value ETF in Q4 2022 and has held it in 3 quarters since.
  • 797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.