Alerus Financial’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Alerus 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 Q3	$26.7K	Hold	485	–	–	﹤0.01%	358
2026 Q2	$26.7K	Hold	485	–	–	﹤0.01%	334
2026 Q1	$23.5K	Hold	485	–	–	﹤0.01%	340
2025 Q4	$22.6K	Hold	485	–	–	﹤0.01%	290
2025 Q3	$21.7K	Hold	485	–	–	﹤0.01%	313
2025 Q2	$20.5K	Buy	+485	New	+$19.5K	﹤0.01%	303

Other funds holding DFUV

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Alerus Financial's DFUV Position: Q3 2026 in Review

Alerus Financial held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q3 2026 at 485 shares worth $26.7K. The position accounts for ﹤0.01% of the portfolio, ranked #358.

Alerus Financial first reported a position in DFUV in Q2 2025 and has held it in 6 quarters since. The position peaked at $26.7K in Q2 2026. 655 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

Alerus Financial held 485 shares of Dimensional US Marketwide Value ETF worth $26.7K as of Q3 2026.
Alerus Financial left its Dimensional US Marketwide Value ETF share count unchanged in Q3 2026.
Dimensional US Marketwide Value ETF made up ﹤0.01% of Alerus Financial's portfolio in Q3 2026, its #358 holding.
Alerus Financial first reported a position in Dimensional US Marketwide Value ETF in Q2 2025 and has held it in 6 quarters since.
Alerus Financial's Dimensional US Marketwide Value ETF position peaked at $26.7K in Q2 2026.
655 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

Based on Alerus Financial's 13F filing for Q3 2026, filed 9 Nov 2026.