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

49 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	$1.74M	Buy	24,491 +58	+0.2%	+$4.3K	0.13%	49
2025 Q4	$1.81M	Buy	24,433 +52	+0.2%	+$3.82K	0.15%	48
2025 Q3	$1.77M	Buy	24,381 +61	+0.3%	+$4.25K	0.17%	42
2025 Q2	$1.63M	Buy	24,320 +66	+0.3%	+$4.09K	0.17%	39
2025 Q1	$1.47M	Buy	+24,254	New	+$1.55M	0.18%	44

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

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

49 Wealth Management increased its Dimensional US Equity ETF (DFUS) stake by 0.24% in Q1 2026, buying an estimated $4.3K and bringing the position to 24,491 shares worth $1.74M. The position accounts for 0.13% of the portfolio, ranked #49.

49 Wealth Management first reported a position in DFUS in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.81M in Q4 2025. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

49 Wealth Management held 24,491 shares of Dimensional US Equity ETF worth $1.74M as of Q1 2026.
49 Wealth Management bought 58 Dimensional US Equity ETF shares in Q1 2026, an estimated $4.3K.
Dimensional US Equity ETF made up 0.13% of 49 Wealth Management's portfolio in Q1 2026, its #49 holding.
49 Wealth Management first reported a position in Dimensional US Equity ETF in Q1 2025 and has held it in 5 quarters since.
49 Wealth Management's Dimensional US Equity ETF position peaked at $1.81M in Q4 2025.
850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on 49 Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.