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

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 $104B AUM 28.3% 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 $72.2B AUM 27.85% 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. 800 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.
  • 800 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.