MSF
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Mustard Seed Financial’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Mustard Seed Financial’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 		$1.1M Buy
22,675
+4
+0% +$196 0.66% 32
2025
Q4 		$1.06M Buy
22,671
+226
+1% +$10.3K 0.66% 33
2025
Q3 		$1M Buy
22,445
+226
+1% +$9.84K 0.64% 33
2025
Q2 		$939K Buy
22,219
+3
+0% +$120 0.68% 31
2025
Q1 		$916K Buy
22,216
+3
+0% +$126 0.74% 31
2024
Q4 		$909K Buy
22,213
+3
+0% +$127 0.74% 32
2024
Q3 		$926K Buy
22,210
+3
+0% +$121 0.77% 30
2024
Q2 		$872K Sell
22,207
-489
-2% -$19.3K 0.83% 28
2024
Q1 		$928K Sell
22,696
-139
-0.6% -$5.31K 0.93% 26
2023
Q4 		$850K Buy
+22,835
New +$786K 0.96% 25

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

Mustard Seed Financial's DFUV Position: Q1 2026 in Review

Mustard Seed Financial increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.02% in Q1 2026, buying an estimated $196 and bringing the position to 22,675 shares worth $1.1M. The position accounts for 0.66% of the portfolio, ranked #32.

Mustard Seed Financial first reported a position in DFUV in Q4 2023 and has held it in 10 quarters since. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

  • Mustard Seed Financial held 22,675 shares of Dimensional US Marketwide Value ETF worth $1.1M as of Q1 2026.
  • Mustard Seed Financial bought 4 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $196.
  • Dimensional US Marketwide Value ETF made up 0.66% of Mustard Seed Financial's portfolio in Q1 2026, its #32 holding.
  • Mustard Seed Financial first reported a position in Dimensional US Marketwide Value ETF in Q4 2023 and has held it in 10 quarters since.
  • 766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on Mustard Seed Financial's 13F filing for Q1 2026, filed 27 Apr 2026.