1900 Wealth Management’s Dimensional US Equity ETF DFUS Stock Holding History

1900 Wealth Management’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	$55.9M	Buy	788,008 +26,710	+4%	+$1.98M	3.59%	5
2025 Q4	$56.5M	Sell	761,298 -4,312	-0.6%	-$317K	3.62%	5
2025 Q3	$55.5M	Sell	765,610 -1,014	-0.1%	-$70.6K	3.76%	5
2025 Q2	$51.4M	Buy	766,624 +573	+0.1%	+$35.5K	3.89%	4
2025 Q1	$46.3M	Sell	766,051 -3,929	-0.5%	-$251K	3.85%	4
2024 Q4	$49.1M	Sell	769,980 -6,754	-0.9%	-$433K	4.12%	4
2024 Q3	$48.3M	Sell	776,734 -3,758	-0.5%	-$225K	4.14%	4
2024 Q2	$45.9M	Sell	780,492 -1,452	-0.2%	-$82.5K	4.3%	4
2024 Q1	$44.6M	Sell	781,944 -7,007	-0.9%	-$379K	4.06%	4
2023 Q4	$40.9M	Sell	788,951 -12,726	-2%	-$616K	3.75%	3
2023 Q3	$37.3M	Buy	801,677 +9,724	+1%	+$470K	3.72%	4
2023 Q2	$38.1M	Buy	791,953 +50,252	+7%	+$2.29M	3.93%	5
2023 Q1	$31.4M	Sell	741,701 -8,529	-1%	-$370K	3.38%	5
2022 Q4	$31.2M	Buy	750,230 +33,260	+5%	+$1.39M	3.38%	5
2022 Q3	$27.8M	Sell	716,970 -23,891	-3%	-$1.03M	3.25%	7
2022 Q2	$30.2M	Buy	740,861 +56,355	+8%	+$2.5M	3.29%	6
2022 Q1	$33.6M	Buy	684,506 +9,303	+1%	+$450K	3.19%	7
2021 Q4	$34.9M	Buy	675,203 +262	+0%	+$13.2K	3.16%	7
2021 Q3	$31.8M	Buy	674,941 +3,743	+0.6%	+$181K	3.09%	7
2021 Q2	$31.6M	Buy	+671,198	New	+$31.3M	3.03%	10

Other funds holding DFUS

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

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

MPW

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

RFP

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

IFA

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

SWA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

1900 Wealth Management's DFUS Position: Q1 2026 in Review

1900 Wealth Management increased its Dimensional US Equity ETF (DFUS) stake by 3.5% in Q1 2026, buying an estimated $1.98M and bringing the position to 788,008 shares worth $55.9M. The position accounts for 3.59% of the portfolio, ranked #5.

1900 Wealth Management first reported a position in DFUS in Q2 2021 and has held it in 20 quarters since. The position peaked at $56.5M in Q4 2025. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

1900 Wealth Management held 788,008 shares of Dimensional US Equity ETF worth $55.9M as of Q1 2026.
1900 Wealth Management bought 26,710 Dimensional US Equity ETF shares in Q1 2026, an estimated $1.98M.
Dimensional US Equity ETF made up 3.59% of 1900 Wealth Management's portfolio in Q1 2026, its #5 holding.
1900 Wealth Management first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 20 quarters since.
1900 Wealth Management's Dimensional US Equity ETF position peaked at $56.5M in Q4 2025.
850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on 1900 Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.