Morgan Stanley
DFUV icon

Morgan Stanley’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Morgan Stanley’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 		$16.3M Buy
296,921
+9,795
+3% +$514K ﹤0.01% 3276
2026
Q1 		$13.9M Sell
287,126
-3,073
-1% -$151K ﹤0.01% 3279
2025
Q4 		$13.5M Buy
290,199
+10,356
+4% +$470K ﹤0.01% 3325
2025
Q3 		$12.5M Buy
279,843
+13,288
+5% +$579K ﹤0.01% 3342
2025
Q2 		$11.3M Buy
266,555
+45,750
+21% +$1.84M ﹤0.01% 3322
2025
Q1 		$9.1M Buy
220,805
+30,043
+16% +$1.26M ﹤0.01% 3425
2024
Q4 		$7.81M Buy
190,762
+63,914
+50% +$2.71M ﹤0.01% 3611
2024
Q3 		$5.29M Buy
126,848
+10,821
+9% +$437K ﹤0.01% 3917
2024
Q2 		$4.56M Buy
116,027
+4,888
+4% +$193K ﹤0.01% 3958
2024
Q1 		$4.55M Sell
111,139
-80,549
-42% -$3.08M ﹤0.01% 3984
2023
Q4 		$7.13M Buy
191,688
+104,978
+121% +$3.61M ﹤0.01% 4151
2023
Q3 		$2.95M Buy
86,710
+7,603
+10% +$266K ﹤0.01% 4108
2023
Q2 		$2.73M Buy
79,107
+11,312
+17% +$378K ﹤0.01% 4213
2023
Q1 		$2.27M Buy
67,795
+4,813
+8% +$165K ﹤0.01% 4378
2022
Q4 		$2.11M Buy
62,982
+6,839
+12% +$227K ﹤0.01% 4427
2022
Q3 		$1.66M Buy
56,143
+110
+0.2% +$3.58K ﹤0.01% 4560
2022
Q2 		$1.77M Buy
+56,033
New +$1.86M ﹤0.01% 4629

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 27.94% 1-Year Est. Return

Morgan Stanley's DFUV Position: Q2 2026 in Review

Morgan Stanley increased its Dimensional US Marketwide Value ETF (DFUV) stake by 3.4% in Q2 2026, buying an estimated $514K and bringing the position to 296,921 shares worth $16.3M. The position accounts for ﹤0.01% of the portfolio, ranked #3276.

Morgan Stanley first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Morgan Stanley held 296,921 shares of Dimensional US Marketwide Value ETF worth $16.3M as of Q2 2026.
  • Morgan Stanley bought 9,795 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $514K.
  • Dimensional US Marketwide Value ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #3276 holding.
  • Morgan Stanley first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
  • 797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.