Bank of America
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Bank of America’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Bank of America’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 		$10.1M Sell
184,338
-140
-0.1% -$7.35K ﹤0.01% 3033
2026
Q1 		$8.94M Buy
184,478
+5,204
+3% +$255K ﹤0.01% 3051
2025
Q4 		$8.35M Buy
179,274
+19,906
+12% +$903K ﹤0.01% 2988
2025
Q3 		$7.12M Buy
159,368
+853
+0.5% +$37.1K ﹤0.01% 3654
2025
Q2 		$6.7M Buy
158,515
+39,060
+33% +$1.57M ﹤0.01% 3602
2025
Q1 		$4.92M Buy
119,455
+2,471
+2% +$104K ﹤0.01% 3822
2024
Q4 		$4.79M Buy
116,984
+70,853
+154% +$3.01M ﹤0.01% 3634
2024
Q3 		$1.92M Buy
46,131
+1,165
+3% +$47.1K ﹤0.01% 4591
2024
Q2 		$1.77M Sell
44,966
-1,657
-4% -$65.6K ﹤0.01% 4529
2024
Q1 		$1.91M Sell
46,623
-753
-2% -$28.8K ﹤0.01% 4484
2023
Q4 		$1.76M Sell
47,376
-9,145
-16% -$315K ﹤0.01% 4535
2023
Q3 		$1.92M Sell
56,521
-507
-0.9% -$17.8K ﹤0.01% 4280
2023
Q2 		$1.97M Buy
57,028
+13,974
+32% +$467K ﹤0.01% 4250
2023
Q1 		$1.44M Buy
43,054
+40,848
+1,852% +$1.4M ﹤0.01% 4628
2022
Q4 		$73.9K Sell
2,206
-2,646
-55% -$87.9K ﹤0.01% 6345
2022
Q3 		$144K Buy
+4,852
New +$158K ﹤0.01% 6158

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 $103B AUM 28.65% 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 $77.5B AUM 27.94% 1-Year Est. Return

Bank of America's DFUV Position: Q2 2026 in Review

Bank of America reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 0.08% in Q2 2026, selling an estimated $7.35K and leaving 184,338 shares worth $10.1M. The position accounts for ﹤0.01% of the portfolio, ranked #3033.

Bank of America first reported a position in DFUV in Q3 2022 and has held it in 16 quarters since. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Bank of America held 184,338 shares of Dimensional US Marketwide Value ETF worth $10.1M as of Q2 2026.
  • Bank of America sold 140 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $7.35K.
  • Dimensional US Marketwide Value ETF made up ﹤0.01% of Bank of America's portfolio in Q2 2026, its #3033 holding.
  • Bank of America first reported a position in Dimensional US Marketwide Value ETF in Q3 2022 and has held it in 16 quarters since.
  • 797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Bank of America's 13F filing for Q2 2026, filed 14 Aug 2026.