UB
DFSV

UMB Bank’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

UMB Bank’s Portfolio DFSV Stock Details DFSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$224K Hold
5,771
– – ﹤0.01% 703
2026
Q1 		$202K Hold
5,771
– – ﹤0.01% 690
2025
Q4 		$190K Hold
5,771
– – ﹤0.01% 695
2025
Q3 		$184K Hold
5,771
– – ﹤0.01% 644
2025
Q2 		$170K Hold
5,771
– – ﹤0.01% 632
2025
Q1 		$162K Hold
5,771
– – ﹤0.01% 608
2024
Q4 		$178K Buy
+5,771
New +$183K ﹤0.01% 575

Other funds holding DFSV

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

UMB Bank's DFSV Position: Q2 2026 in Review

UMB Bank held its Dimensional US Small Cap Value ETF (DFSV) position steady in Q2 2026 at 5,771 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #703.

UMB Bank first reported a position in DFSV in Q4 2024 and has held it in 7 quarters since. 582 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • UMB Bank held 5,771 shares of Dimensional US Small Cap Value ETF worth $224K as of Q2 2026.
  • UMB Bank left its Dimensional US Small Cap Value ETF share count unchanged in Q2 2026.
  • Dimensional US Small Cap Value ETF made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #703 holding.
  • UMB Bank first reported a position in Dimensional US Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 582 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.