Trustmark National Bank Trust Department’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Trustmark National Bank Trust Department’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	$373K	Hold	7,701	–	–	0.02%	227
2025 Q4	$359K	Hold	7,701	–	–	0.02%	238
2025 Q3	$344K	Hold	7,701	–	–	0.02%	237
2025 Q2	$326K	Hold	7,701	–	–	0.02%	235
2025 Q1	$317K	Hold	7,701	–	–	0.02%	236
2024 Q4	$315K	Hold	7,701	–	–	0.02%	242
2024 Q3	$321K	Hold	7,701	–	–	0.02%	245
2024 Q2	$302K	Hold	7,701	–	–	0.02%	237
2024 Q1	$315K	Hold	7,701	–	–	0.03%	233
2023 Q4	$287K	Hold	7,701	–	–	0.03%	219
2023 Q3	$262K	Hold	7,701	–	–	0.03%	221
2023 Q2	$266K	Hold	7,701	–	–	0.02%	226
2023 Q1	$258K	Hold	7,701	–	–	0.02%	241
2022 Q4	$258K	Hold	7,701	–	–	0.02%	241
2022 Q3	$228K	Buy	+7,701	New	+$250K	0.02%	239

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

Trustmark National Bank Trust Department's DFUV Position: Q1 2026 in Review

Trustmark National Bank Trust Department held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q1 2026 at 7,701 shares worth $373K. The position accounts for 0.02% of the portfolio, ranked #227.

Trustmark National Bank Trust Department first reported a position in DFUV in Q3 2022 and has held it in 15 quarters since. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

Trustmark National Bank Trust Department held 7,701 shares of Dimensional US Marketwide Value ETF worth $373K as of Q1 2026.
Trustmark National Bank Trust Department left its Dimensional US Marketwide Value ETF share count unchanged in Q1 2026.
Dimensional US Marketwide Value ETF made up 0.02% of Trustmark National Bank Trust Department's portfolio in Q1 2026, its #227 holding.
Trustmark National Bank Trust Department first reported a position in Dimensional US Marketwide Value ETF in Q3 2022 and has held it in 15 quarters since.
766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on Trustmark National Bank Trust Department's 13F filing for Q1 2026, filed 14 May 2026.