Bell Bank
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
Q3 		$292K Hold
5,306
– – 0.01% 170
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

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Evanson Financial
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Foster Group
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Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Schoolcraft Capital
Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return
Willow Creek Wealth Management
Willow Creek Wealth Management Sebastopol, California $1.52B AUM
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
TFC Financial Management
TFC Financial Management Boston, Massachusetts $893M AUM 15.25% 1-Year Est. Return

Bell Bank's DFUV Position: Q3 2026 in Review

Bell Bank held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q3 2026 at 5,306 shares worth $292K. The position accounts for 0.01% of the portfolio, ranked #170.

Bell Bank first reported a position in DFUV in Q4 2024 and has held it in 8 quarters since. The position peaked at $292K in Q2 2026. 287 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

  • Bell Bank held 5,306 shares of Dimensional US Marketwide Value ETF worth $292K as of Q3 2026.
  • Bell Bank left its Dimensional US Marketwide Value ETF share count unchanged in Q3 2026.
  • Dimensional US Marketwide Value ETF made up 0.01% of Bell Bank's portfolio in Q3 2026, its #170 holding.
  • Bell Bank first reported a position in Dimensional US Marketwide Value ETF in Q4 2024 and has held it in 8 quarters since.
  • Bell Bank's Dimensional US Marketwide Value ETF position peaked at $292K in Q2 2026.
  • 287 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

Based on Bell Bank's 13F filing for Q3 2026, filed 21 Oct 2026.