Central Trust Company’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Central Trust Company’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	$3.14M	Buy	57,151 +37,325	+188%	+$1.96M	0.06%	208
2026 Q1	$961K	Hold	19,826	–	–	0.02%	351
2025 Q4	$924K	Hold	19,826	–	–	0.02%	349
2025 Q3	$886K	Hold	19,826	–	–	0.02%	355
2025 Q2	$838K	Buy	19,826 +6,491	+49%	+$261K	0.02%	350
2025 Q1	$550K	Sell	13,335 -540	-4%	-$22.7K	0.01%	397
2024 Q4	$568K	Hold	13,875	–	–	0.01%	390
2024 Q3	$578K	Hold	13,875	–	–	0.01%	394
2024 Q2	$545K	Sell	13,875 -200	-1%	-$7.91K	0.01%	394
2024 Q1	$576K	Hold	14,075	–	–	0.01%	401
2023 Q4	$524K	Hold	14,075	–	–	0.01%	407
2023 Q3	$479K	Hold	14,075	–	–	0.01%	410
2023 Q2	$486K	Hold	14,075	–	–	0.01%	415
2023 Q1	$471K	Hold	14,075	–	–	0.01%	414
2022 Q4	$471K	Buy	14,075 +5,529	+65%	+$184K	0.01%	400
2022 Q3	$253K	Hold	8,546	–	–	0.01%	484
2022 Q2	$270K	Buy	+8,546	New	+$284K	0.01%	476

Other funds holding DFUV

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

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

Evanson Financial Mclean, Virginia $2.04B AUM

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

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Central Trust Company's DFUV Position: Q2 2026 in Review

Central Trust Company increased its Dimensional US Marketwide Value ETF (DFUV) stake by 188% in Q2 2026, buying an estimated $1.96M and bringing the position to 57,151 shares worth $3.14M. The position accounts for 0.06% of the portfolio, ranked #208.

Central Trust Company first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. 403 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Central Trust Company held 57,151 shares of Dimensional US Marketwide Value ETF worth $3.14M as of Q2 2026.
Central Trust Company bought 37,325 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $1.96M.
Dimensional US Marketwide Value ETF made up 0.06% of Central Trust Company's portfolio in Q2 2026, its #208 holding.
Central Trust Company first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
403 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Central Trust Company's 13F filing for Q2 2026, filed 31 Jul 2026.