BB
DFUV icon

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

Bell 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 		$292K Hold
5,306
– – 0.01% 171
2026
Q1 		$257K Hold
5,306
– – 0.01% 162
2025
Q4 		$247K Hold
5,306
– – 0.01% 169
2025
Q3 		$237K Hold
5,306
– – 0.01% 183
2025
Q2 		$224K Hold
5,306
– – 0.01% 191
2025
Q1 		$219K Hold
5,306
– – 0.01% 180
2024
Q4 		$217K Buy
+5,306
New +$225K 0.02% 183

Other funds holding DFUV

EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
EF
Evanson Financial Mclean, Virginia $2.04B AUM
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return
KAM
KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return

Bell Bank's DFUV Position: Q2 2026 in Review

Bell Bank held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 5,306 shares worth $292K. The position accounts for 0.01% of the portfolio, ranked #171.

Bell Bank first reported a position in DFUV in Q4 2024 and has held it in 7 quarters since. 147 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Bell Bank held 5,306 shares of Dimensional US Marketwide Value ETF worth $292K as of Q2 2026.
  • Bell Bank left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
  • Dimensional US Marketwide Value ETF made up 0.01% of Bell Bank's portfolio in Q2 2026, its #171 holding.
  • Bell Bank first reported a position in Dimensional US Marketwide Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 147 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

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