BB
DFUS

Bell Bank’s Dimensional US Equity ETF DFUS Stock Holding History

Bell Bank’s Portfolio DFUS Stock Details DFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.95M Sell
23,749
-76
-0.3% -$6.01K 0.07% 83
2026
Q1 		$1.69M Sell
23,825
-89
-0.4% -$6.59K 0.07% 80
2025
Q4 		$1.77M Sell
23,914
-122
-0.5% -$8.96K 0.08% 79
2025
Q3 		$1.74M Sell
24,036
-426
-2% -$29.7K 0.08% 82
2025
Q2 		$1.64M Sell
24,462
-121
-0.5% -$7.49K 0.08% 77
2025
Q1 		$1.49M Buy
24,583
+121
+0.5% +$7.73K 0.08% 82
2024
Q4 		$1.56M Buy
+24,462
New +$1.57M 0.12% 78

Other funds holding DFUS

PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM

Bell Bank's DFUS Position: Q2 2026 in Review

Bell Bank reduced its Dimensional US Equity ETF (DFUS) stake by 0.32% in Q2 2026, selling an estimated $6.01K and leaving 23,749 shares worth $1.95M. The position accounts for 0.07% of the portfolio, ranked #83.

Bell Bank first reported a position in DFUS in Q4 2024 and has held it in 7 quarters since. 182 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Bell Bank held 23,749 shares of Dimensional US Equity ETF worth $1.95M as of Q2 2026.
  • Bell Bank sold 76 Dimensional US Equity ETF shares in Q2 2026, an estimated $6.01K.
  • Dimensional US Equity ETF made up 0.07% of Bell Bank's portfolio in Q2 2026, its #83 holding.
  • Bell Bank first reported a position in Dimensional US Equity ETF in Q4 2024 and has held it in 7 quarters since.
  • 182 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Bell Bank's 13F filing for Q2 2026, filed 16 Jul 2026.