Amarillo National Bank’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Amarillo National Bank’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	$1.05M	Hold	19,084	–	–	0.17%	40
2026 Q1	$925K	Hold	19,084	–	–	0.16%	41
2025 Q4	$889K	Hold	19,084	–	–	0.16%	40
2025 Q3	$853K	Hold	19,084	–	–	0.15%	40
2025 Q2	$807K	Hold	19,084	–	–	0.15%	42
2025 Q1	$786K	Hold	19,084	–	–	0.15%	47
2024 Q4	$781K	Hold	19,084	–	–	0.14%	48
2024 Q3	$796K	Hold	19,084	–	–	0.15%	48
2024 Q2	$749K	Hold	19,084	–	–	0.14%	49
2024 Q1	$781K	Hold	19,084	–	–	0.15%	52
2023 Q4	$710K	Hold	19,084	–	–	0.14%	59
2023 Q3	$649K	Hold	19,084	–	–	0.14%	62
2023 Q2	$658K	Hold	19,084	–	–	0.13%	58
2023 Q1	$639K	Hold	19,084	–	–	0.13%	65
2022 Q4	$639K	Hold	19,084	–	–	0.15%	65
2022 Q3	$565K	Hold	19,084	–	–	0.13%	67
2022 Q2	$603K	Buy	+19,084	New	+$635K	0.13%	70

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Wealth Enhancement Advisory Services

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Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return