M Holdings Securities, Inc. / DFUV
M Holdings Securities, Inc.’s Dimensional Etf Trust Position
Does M Holdings Securities, Inc. own Dimensional Etf Trust (DFUV)? Yes — 769.6K shares worth $39M (+2.61% of its 13F portfolio) as of Q1 2026, up from 659.4K shares the prior filed quarter.
Position Value
$39M
Q1 2026
Shares
769.6K
% of Portfolio
+2.61%
Quarters Held
15
currently held
Position History DFUV
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 769.6K | $39M | +2.61% |
| Q4 2025 | 659.4K | $31M | +2.20% |
| Q3 2025 | 19.2K | $857,000 | +0.18% |
| Q2 2025 | 193.1K | $8M | +1.40% |
| Q1 2025 | 90.8K | $4M | +0.62% |
| Q4 2024 | 95.9K | $4M | +0.63% |
| Q3 2024 | 109.0K | $5M | +1.14% |
| Q2 2024 | 1.18M | $46M | +6.02% |
| Q1 2024 | 110.9K | $5M | +0.76% |
| Q4 2023 | 120.8K | $4M | +0.51% |
| Q3 2023 | 84.0K | $3M | +0.60% |
| Q1 2023 | 121.6K | $4M | +0.42% |
| Q4 2022 | 128.8K | $4M | +0.45% |
| Q3 2022 | 129.1K | $4M | +0.42% |
| Q2 2022 | 127.9K | $4M | +0.41% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See M Holdings Securities, Inc.’s full portfolio or all institutional holders of DFUV.