First Western Trust Bank’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

First Western Trust Bank's DFUV Position: Q2 2026 in Review

First Western Trust Bank reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 7.2% in Q2 2026, selling an estimated $27.5K and leaving 6,764 shares worth $372K. The position accounts for 0.02% of the portfolio, ranked #162.

First Western Trust Bank first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.15M in Q2 2022. 801 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

• First Western Trust Bank held 6,764 shares of Dimensional US Marketwide Value ETF worth $372K as of Q2 2026.
• First Western Trust Bank sold 523 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $27.5K.
• Dimensional US Marketwide Value ETF made up 0.02% of First Western Trust Bank's portfolio in Q2 2026, its #162 holding.
• First Western Trust Bank first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
• First Western Trust Bank's Dimensional US Marketwide Value ETF position peaked at $1.15M in Q2 2022.
• 801 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on First Western Trust Bank's 13F filing for Q2 2026, filed 29 Jul 2026.