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 Q2	$321K	Sell	3,921 -82	-2%	-$6.48K	﹤0.01%	590
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 Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

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

TWA

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

SWA

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

UMB Bank's DFUS Position: Q2 2026 in Review

UMB Bank reduced its Dimensional US Equity ETF (DFUS) stake by 2% in Q2 2026, selling an estimated $6.48K and leaving 3,921 shares worth $321K. The position accounts for ﹤0.01% of the portfolio, ranked #590.

UMB Bank first reported a position in DFUS in Q2 2021 and has held it in 21 quarters since. The position peaked at $343K in Q3 2025. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

UMB Bank held 3,921 shares of Dimensional US Equity ETF worth $321K as of Q2 2026.
UMB Bank sold 82 Dimensional US Equity ETF shares in Q2 2026, an estimated $6.48K.
Dimensional US Equity ETF made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #590 holding.
UMB Bank first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 21 quarters since.
UMB Bank's Dimensional US Equity ETF position peaked at $343K in Q3 2025.
871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

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