UMB Bank’s Dimensional US Equity ETF DFUS Stock Holding History

UMB Bank’s Portfolio DFUS Stock Details DFUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$284K	Sell	4,003 -327	-8%	-$24.2K	﹤0.01%	601
2025 Q4	$321K	Sell	4,330 -405	-9%	-$29.8K	﹤0.01%	563
2025 Q3	$343K	Sell	4,735 -204	-4%	-$14.2K	0.01%	504
2025 Q2	$331K	Hold	4,939	–	–	0.01%	494
2025 Q1	$299K	Hold	4,939	–	–	﹤0.01%	496
2024 Q4	$315K	Hold	4,939	–	–	0.01%	485
2024 Q3	$307K	Hold	4,939	–	–	﹤0.01%	493
2024 Q2	$291K	Hold	4,939	–	–	﹤0.01%	488
2024 Q1	$281K	Hold	4,939	–	–	﹤0.01%	499
2023 Q4	$256K	Hold	4,939	–	–	﹤0.01%	530
2023 Q3	$230K	Hold	4,939	–	–	﹤0.01%	542
2023 Q2	$238K	Hold	4,939	–	–	﹤0.01%	544
2023 Q1	$219K	Hold	4,939	–	–	﹤0.01%	556
2022 Q4	$206K	Hold	4,939	–	–	﹤0.01%	577
2022 Q3	$192K	Hold	4,939	–	–	﹤0.01%	609
2022 Q2	$201K	Hold	4,939	–	–	﹤0.01%	624
2022 Q1	$242K	Hold	4,939	–	–	﹤0.01%	622
2021 Q4	$255K	Hold	4,939	–	–	﹤0.01%	614
2021 Q3	$233K	Hold	4,939	–	–	0.01%	347
2021 Q2	$233K	Buy	+4,939	New	+$230K	0.01%	344

Other funds holding DFUS

Prudential Financial

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Focus Partners Wealth

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

MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return

Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return

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

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Mercer Global Advisors

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