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

First Western Trust 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 Q1	$353K	Hold	7,287	–	–	0.02%	158
2025 Q4	$340K	Sell	7,287 -1,098	-13%	-$49.8K	0.02%	153
2025 Q3	$375K	Sell	8,385 -1,568	-16%	-$68.3K	0.02%	141
2025 Q2	$421K	Sell	9,953 -428	-4%	-$17.2K	0.02%	128
2025 Q1	$428K	Sell	10,381 -40	-0.4%	-$1.68K	0.02%	127
2024 Q4	$426K	Sell	10,421 -627	-6%	-$26.6K	0.02%	130
2024 Q3	$461K	Sell	11,048 -325	-3%	-$13.1K	0.02%	132
2024 Q2	$447K	Hold	11,373	–	–	0.02%	129
2024 Q1	$465K	Sell	11,373 -2,065	-15%	-$78.9K	0.02%	128
2023 Q4	$500K	Hold	13,438	–	–	0.02%	125
2023 Q3	$457K	Sell	13,438 -506	-4%	-$17.7K	0.02%	121
2023 Q2	$481K	Sell	13,944 -8,001	-36%	-$267K	0.02%	125
2023 Q1	$735K	Sell	21,945 -2,708	-11%	-$92.7K	0.04%	105
2022 Q4	$825K	Sell	24,653 -6,755	-22%	-$224K	0.05%	99
2022 Q3	$930K	Sell	31,408 -4,860	-13%	-$158K	0.06%	84
2022 Q2	$1.15M	Buy	+36,268	New	+$1.21M	0.08%	77

Other funds holding DFUV

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

First Western Trust Bank's DFUV Position: Q1 2026 in Review

First Western Trust Bank held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q1 2026 at 7,287 shares worth $353K. The position accounts for 0.02% of the portfolio, ranked #158.

First Western Trust Bank first reported a position in DFUV in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.15M in Q2 2022. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

First Western Trust Bank held 7,287 shares of Dimensional US Marketwide Value ETF worth $353K as of Q1 2026.
First Western Trust Bank left its Dimensional US Marketwide Value ETF share count unchanged in Q1 2026.
Dimensional US Marketwide Value ETF made up 0.02% of First Western Trust Bank's portfolio in Q1 2026, its #158 holding.
First Western Trust Bank first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 16 quarters since.
First Western Trust Bank's Dimensional US Marketwide Value ETF position peaked at $1.15M in Q2 2022.
766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on First Western Trust Bank's 13F filing for Q1 2026, filed 12 May 2026.