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

City State 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 		$43.7K Buy
794
+50
+7% +$2.63K 0.01% 379
2026
Q1 		$36.1K Hold
744
– – 0.01% 393
2025
Q4 		$34.7K Hold
744
– – 0.01% 393
2025
Q3 		$33.2K Hold
744
– – 0.01% 391
2025
Q2 		$31.5K Hold
744
– – 0.01% 401
2025
Q1 		$30.7K Hold
744
– – 0.01% 395
2024
Q4 		$30.4K Hold
744
– – 0.01% 380
2024
Q3 		$31K Hold
744
– – 0.01% 384
2024
Q2 		$29.2K Buy
+744
New +$29.4K 0.01% 380

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
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 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
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

City State Bank's DFUV Position: Q2 2026 in Review

City State Bank increased its Dimensional US Marketwide Value ETF (DFUV) stake by 6.7% in Q2 2026, buying an estimated $2.63K and bringing the position to 794 shares worth $43.7K. The position accounts for 0.01% of the portfolio, ranked #379.

City State Bank first reported a position in DFUV in Q2 2024 and has held it in 9 quarters since. 403 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • City State Bank held 794 shares of Dimensional US Marketwide Value ETF worth $43.7K as of Q2 2026.
  • City State Bank bought 50 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $2.63K.
  • Dimensional US Marketwide Value ETF made up 0.01% of City State Bank's portfolio in Q2 2026, its #379 holding.
  • City State Bank first reported a position in Dimensional US Marketwide Value ETF in Q2 2024 and has held it in 9 quarters since.
  • 403 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on City State Bank's 13F filing for Q2 2026, filed 14 Jul 2026.