MPWM Advisory Solutions’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

MPWM Advisory Solutions’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	$508K	Sell	10,474 -534	-5%	-$26.2K	0.27%	59
2025 Q4	$513K	Sell	11,008 -29	-0.3%	-$1.31K	0.29%	54
2025 Q3	$493K	Sell	11,037 -613	-5%	-$26.7K	0.29%	51
2025 Q2	$493K	Sell	11,650 -24	-0.2%	-$964	0.31%	46
2025 Q1	$481K	Sell	11,674 -29	-0.2%	-$1.22K	0.35%	43
2024 Q4	$479K	Buy	+11,703	New	+$497K	0.35%	40

Other funds holding DFUV

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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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 Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

MPWM Advisory Solutions's DFUV Position: Q1 2026 in Review

MPWM Advisory Solutions reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 4.9% in Q1 2026, selling an estimated $26.2K and leaving 10,474 shares worth $508K. The position accounts for 0.27% of the portfolio, ranked #59.

MPWM Advisory Solutions first reported a position in DFUV in Q4 2024 and has held it in 6 quarters since. The position peaked at $513K in Q4 2025. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

MPWM Advisory Solutions held 10,474 shares of Dimensional US Marketwide Value ETF worth $508K as of Q1 2026.
MPWM Advisory Solutions sold 534 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $26.2K.
Dimensional US Marketwide Value ETF made up 0.27% of MPWM Advisory Solutions's portfolio in Q1 2026, its #59 holding.
MPWM Advisory Solutions first reported a position in Dimensional US Marketwide Value ETF in Q4 2024 and has held it in 6 quarters since.
MPWM Advisory Solutions's Dimensional US Marketwide Value ETF position peaked at $513K in Q4 2025.
766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on MPWM Advisory Solutions's 13F filing for Q1 2026, filed 13 May 2026.