Pinnacle Bancorp’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Pinnacle Bancorp’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	$58.4K	Hold	1,061	–	–	0.02%	438
2026 Q1	$51.4K	Hold	1,061	–	–	0.02%	451
2025 Q4	$49.4K	Hold	1,061	–	–	0.01%	443
2025 Q3	$47.4K	Hold	1,061	–	–	0.01%	453
2025 Q2	$44.9K	Hold	1,061	–	–	0.01%	451
2025 Q1	$43.7K	Hold	1,061	–	–	0.01%	447
2024 Q4	$43.4K	Hold	1,061	–	–	0.01%	456
2024 Q3	$44.2K	Sell	1,061 -1,923	-64%	-$77.7K	0.01%	450
2024 Q2	$117K	Hold	2,984	–	–	0.03%	258
2024 Q1	$122K	Sell	2,984 -55	-2%	-$2.1K	0.04%	258
2023 Q4	$113K	Hold	3,039	–	–	0.04%	257
2023 Q3	$103K	Hold	3,039	–	–	0.04%	255
2023 Q2	$105K	Hold	3,039	–	–	0.04%	250
2023 Q1	$102K	Hold	3,039	–	–	0.04%	249
2022 Q4	$102K	Buy	3,039 +1,923	+172%	+$63.9K	0.04%	239
2022 Q3	$33K	Hold	1,116	–	–	0.01%	379
2022 Q2	$35K	Buy	+1,116	New	+$37.1K	0.01%	373

Other funds holding DFUV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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 Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

TWA

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

Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return

Pinnacle Bancorp's DFUV Position: Q2 2026 in Review

Pinnacle Bancorp held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 1,061 shares worth $58.4K. The position accounts for 0.02% of the portfolio, ranked #438.

Pinnacle Bancorp first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. The position peaked at $122K in Q1 2024. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Pinnacle Bancorp held 1,061 shares of Dimensional US Marketwide Value ETF worth $58.4K as of Q2 2026.
Pinnacle Bancorp left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
Dimensional US Marketwide Value ETF made up 0.02% of Pinnacle Bancorp's portfolio in Q2 2026, its #438 holding.
Pinnacle Bancorp first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
Pinnacle Bancorp's Dimensional US Marketwide Value ETF position peaked at $122K in Q1 2024.
797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Pinnacle Bancorp's 13F filing for Q2 2026, filed 28 Jul 2026.