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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
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

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Alerus Financial's DFUV Position: Q2 2026 in Review

Alerus Financial held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 485 shares worth $26.7K. The position accounts for ﹤0.01% of the portfolio, ranked #334.

Alerus Financial first reported a position in DFUV in Q2 2025 and has held it in 5 quarters since. 801 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Alerus Financial held 485 shares of Dimensional US Marketwide Value ETF worth $26.7K as of Q2 2026.
  • Alerus Financial left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
  • Dimensional US Marketwide Value ETF made up ﹤0.01% of Alerus Financial's portfolio in Q2 2026, its #334 holding.
  • Alerus Financial first reported a position in Dimensional US Marketwide Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 801 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Alerus Financial's 13F filing for Q2 2026, filed 14 Aug 2026.