UMB Bank’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

UMB Bank’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	$372K	Sell	6,760 -88	-1%	-$4.62K	﹤0.01%	558
2026 Q1	$332K	Sell	6,848 -347	-5%	-$17K	﹤0.01%	569
2025 Q4	$335K	Buy	7,195 +121	+2%	+$5.49K	﹤0.01%	550
2025 Q3	$316K	Sell	7,074 -225	-3%	-$9.8K	﹤0.01%	519
2025 Q2	$309K	Hold	7,299	–	–	﹤0.01%	509
2025 Q1	$301K	Hold	7,299	–	–	0.01%	494
2024 Q4	$299K	Buy	7,299 +1,830	+33%	+$77.7K	﹤0.01%	489
2024 Q3	$228K	Hold	5,469	–	–	﹤0.01%	548
2024 Q2	$215K	Hold	5,469	–	–	﹤0.01%	543
2024 Q1	$224K	Hold	5,469	–	–	﹤0.01%	545
2023 Q4	$204K	Hold	5,469	–	–	﹤0.01%	579
2023 Q3	$186K	Hold	5,469	–	–	﹤0.01%	579
2023 Q2	$189K	Hold	5,469	–	–	﹤0.01%	587
2023 Q1	$183K	Hold	5,469	–	–	﹤0.01%	585
2022 Q4	$183K	Hold	5,469	–	–	﹤0.01%	598
2022 Q3	$162K	Buy	+5,469	New	+$178K	﹤0.01%	632

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

UMB Bank's DFUV Position: Q2 2026 in Review

UMB Bank reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 1.3% in Q2 2026, selling an estimated $4.62K and leaving 6,760 shares worth $372K. The position accounts for ﹤0.01% of the portfolio, ranked #558.

UMB Bank first reported a position in DFUV in Q3 2022 and has held it in 16 quarters since. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

UMB Bank held 6,760 shares of Dimensional US Marketwide Value ETF worth $372K as of Q2 2026.
UMB Bank sold 88 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $4.62K.
Dimensional US Marketwide Value ETF made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #558 holding.
UMB Bank first reported a position in Dimensional US Marketwide Value ETF in Q3 2022 and has held it in 16 quarters since.
797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

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