MFWP
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Mosaic Family Wealth Partners’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Mosaic Family Wealth Partners’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 		$16.3M Sell
335,593
-1,597
-0.5% -$78.3K 1.66% 12
2025
Q4 		$15.7M Sell
337,190
-4,602
-1% -$209K 1.72% 12
2025
Q3 		$15.2M Sell
341,792
-260
-0.1% -$11.3K 1.78% 13
2025
Q2 		$14.5M Sell
342,052
-3,756
-1% -$151K 1.84% 12
2025
Q1 		$14.3M Buy
345,808
+1,474
+0.4% +$61.9K 2.03% 13
2024
Q4 		$14.1M Sell
344,334
-4,294
-1% -$182K 2.03% 13
2024
Q3 		$14.5M Buy
348,628
+4,072
+1% +$165K 2.16% 12
2024
Q2 		$13.5M Buy
344,556
+12,503
+4% +$495K 2.18% 13
2024
Q1 		$13.6M Sell
332,053
-19,464
-6% -$744K 2.24% 12
2023
Q4 		$13.1M Sell
351,517
-1,531
-0.4% -$52.7K 2.26% 12
2023
Q3 		$12M Buy
353,048
+164
+0% +$5.75K 2.41% 11
2023
Q2 		$12.2M Buy
352,884
+189
+0.1% +$6.32K 2.39% 11
2023
Q1 		$11.8M Sell
352,695
-10,174
-3% -$348K 2.47% 11
2022
Q4 		$12.1M Buy
+362,869
New +$12.1M 3.43% 6

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
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

Mosaic Family Wealth Partners's DFUV Position: Q1 2026 in Review

Mosaic Family Wealth Partners reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 0.47% in Q1 2026, selling an estimated $78.3K and leaving 335,593 shares worth $16.3M. The position accounts for 1.66% of the portfolio, ranked #12.

Mosaic Family Wealth Partners first reported a position in DFUV in Q4 2022 and has held it in 14 quarters since. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

  • Mosaic Family Wealth Partners held 335,593 shares of Dimensional US Marketwide Value ETF worth $16.3M as of Q1 2026.
  • Mosaic Family Wealth Partners sold 1,597 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $78.3K.
  • Dimensional US Marketwide Value ETF made up 1.66% of Mosaic Family Wealth Partners's portfolio in Q1 2026, its #12 holding.
  • Mosaic Family Wealth Partners first reported a position in Dimensional US Marketwide Value ETF in Q4 2022 and has held it in 14 quarters since.
  • 766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.