Morton Capital Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Morton Capital 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	$235K	Buy	+4,275	New	+$224K	0.03%	141

Other funds holding DFUV

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

Morton Capital Management's DFUV Position: Q2 2026 in Review

Morton Capital Management opened a new position in Dimensional US Marketwide Value ETF (DFUV) in Q2 2026: 4,275 shares worth $235K. The stake represents 0.03% of the portfolio and ranks #141 among its holdings.

253 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Morton Capital Management held 4,275 shares of Dimensional US Marketwide Value ETF worth $235K as of Q2 2026.
Dimensional US Marketwide Value ETF was a new Morton Capital Management position in Q2 2026.
Dimensional US Marketwide Value ETF made up 0.03% of Morton Capital Management's portfolio in Q2 2026, its #141 holding.
253 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Morton Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.