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

Baker Boyer 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	$24M	Sell	435,463 -6,684	-2%	-$351K	6.58%	4
2026 Q1	$21.4M	Sell	442,147 -1,129	-0.3%	-$55.4K	6.44%	4
2025 Q4	$20.7M	Sell	443,276 -8,938	-2%	-$405K	6.23%	4
2025 Q3	$20.2M	Sell	452,214 -1,999	-0.4%	-$87.1K	6.71%	4
2025 Q2	$19.2M	Sell	454,213 -13,209	-3%	-$530K	6.62%	4
2025 Q1	$19.3M	Buy	467,422 +4,973	+1%	+$209K	7.11%	4
2024 Q4	$18.9M	Sell	462,449 -15,770	-3%	-$669K	6.54%	4
2024 Q3	$19.9M	Sell	478,219 -9,553	-2%	-$386K	6.69%	4
2024 Q2	$19.2M	Sell	487,772 -27,515	-5%	-$1.09M	6.69%	4
2024 Q1	$21.1M	Sell	515,287 -5,137	-1%	-$196K	7.26%	4
2023 Q4	$19.4M	Sell	520,424 -25,019	-5%	-$861K	7.12%	4
2023 Q3	$18.6M	Sell	545,443 -21,672	-4%	-$759K	7.54%	4
2023 Q2	$19.6M	Sell	567,115 -12,481	-2%	-$417K	7.23%	4
2023 Q1	$19.4M	Sell	579,596 -1,472	-0.3%	-$50.4K	7.47%	4
2022 Q4	$19.4M	Sell	581,068 -10,884	-2%	-$362K	8.16%	4
2022 Q3	$17.5M	Sell	591,952 -23,196	-4%	-$754K	7.78%	4
2022 Q2	$19.4M	Buy	+615,148	New	+$20.5M	9.86%	3

Other funds holding DFUV

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TCOTS

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

Baker Boyer National Bank's DFUV Position: Q2 2026 in Review

Baker Boyer National Bank reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 1.5% in Q2 2026, selling an estimated $351K and leaving 435,463 shares worth $24M. The position accounts for 6.58% of the portfolio, ranked #4.

Baker Boyer National Bank first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. 540 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Baker Boyer National Bank held 435,463 shares of Dimensional US Marketwide Value ETF worth $24M as of Q2 2026.
Baker Boyer National Bank sold 6,684 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $351K.
Dimensional US Marketwide Value ETF made up 6.58% of Baker Boyer National Bank's portfolio in Q2 2026, its #4 holding.
Baker Boyer National Bank first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
540 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Baker Boyer National Bank's 13F filing for Q2 2026, filed 27 Jul 2026.