WhitTier Trust Company’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

WhitTier Trust Company’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	$11.6K	Hold	211	–	–	﹤0.01%	1040
2026 Q1	$10.3K	Sell	211 -2,684	-93%	-$132K	﹤0.01%	1035
2025 Q4	$140K	Hold	2,895	–	–	﹤0.01%	538
2025 Q3	$130K	Hold	2,895	–	–	﹤0.01%	520
2025 Q2	$122K	Hold	2,895	–	–	﹤0.01%	587
2025 Q1	$119K	Buy	+2,895	New	+$122K	﹤0.01%	586

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 $104B AUM 28.3% 1-Year Est. Return

TWA

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

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

WhitTier Trust Company's DFUV Position: Q2 2026 in Review

WhitTier Trust Company held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 211 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1040.

WhitTier Trust Company first reported a position in DFUV in Q1 2025 and has held it in 6 quarters since. The position peaked at $140K in Q4 2025. 802 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

WhitTier Trust Company held 211 shares of Dimensional US Marketwide Value ETF worth $11.6K as of Q2 2026.
WhitTier Trust Company left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
Dimensional US Marketwide Value ETF made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #1040 holding.
WhitTier Trust Company first reported a position in Dimensional US Marketwide Value ETF in Q1 2025 and has held it in 6 quarters since.
WhitTier Trust Company's Dimensional US Marketwide Value ETF position peaked at $140K in Q4 2025.
802 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.