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Parkside Financial Bank & Trust’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Parkside Financial Bank & Trust’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 		$2.3M Buy
41,844
+12,521
+43% +$657K 0.16% 108
2026
Q1 		$1.42M Buy
29,323
+1
+0% +$49 0.11% 124
2025
Q4 		$1.37M Sell
29,322
-2,839
-9% -$129K 0.1% 126
2025
Q3 		$1.44M Sell
32,161
-1,827
-5% -$79.6K 0.11% 119
2025
Q2 		$1.44M Sell
33,988
-1,084
-3% -$43.5K 0.15% 112
2025
Q1 		$1.45M Buy
35,072
+2,313
+7% +$97.1K 0.18% 99
2024
Q4 		$1.34M Sell
32,759
-74
-0.2% -$3.14K 0.18% 97
2024
Q3 		$1.37M Buy
32,833
+1,408
+4% +$56.9K 0.19% 88
2024
Q2 		$1.23M Buy
31,425
+6,586
+27% +$261K 0.19% 86
2024
Q1 		$1.02M Sell
24,839
-2,133
-8% -$81.5K 0.16% 106
2023
Q4 		$1M Sell
26,972
-2,292
-8% -$78.9K 0.18% 99
2023
Q3 		$996K Buy
29,264
+2,382
+9% +$83.4K 0.23% 80
2023
Q2 		$927K Hold
26,882
– – 0.22% 80
2023
Q1 		$900K Buy
26,882
+116
+0.4% +$3.97K 0.24% 71
2022
Q4 		$896K Buy
26,766
+2,277
+9% +$75.7K 0.26% 67
2022
Q3 		$725K Hold
24,489
– – 0.23% 70
2022
Q2 		$774K Buy
+24,489
New +$815K 0.24% 75

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Parkside Financial Bank & Trust's DFUV Position: Q2 2026 in Review

Parkside Financial Bank & Trust increased its Dimensional US Marketwide Value ETF (DFUV) stake by 43% in Q2 2026, buying an estimated $657K and bringing the position to 41,844 shares worth $2.3M. The position accounts for 0.16% of the portfolio, ranked #108.

Parkside Financial Bank & Trust first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. 802 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Parkside Financial Bank & Trust held 41,844 shares of Dimensional US Marketwide Value ETF worth $2.3M as of Q2 2026.
  • Parkside Financial Bank & Trust bought 12,521 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $657K.
  • Dimensional US Marketwide Value ETF made up 0.16% of Parkside Financial Bank & Trust's portfolio in Q2 2026, its #108 holding.
  • Parkside Financial Bank & Trust first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
  • 802 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2026, filed 4 Sep 2026.