4WM
DFUS

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
Q2 		– Sell
-24,491
Closed -$1.74M – 217
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
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Focus Partners Wealth
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
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Mercer Global Advisors
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

49 Wealth Management's DFUS Position: Q2 2026 in Review

49 Wealth Management sold out of Dimensional US Equity ETF (DFUS) in Q2 2026, closing a stake of 24,491 shares — an estimated $1.74M sold.

49 Wealth Management first reported a position in DFUS in Q1 2025 and held it in 5 quarters. The position peaked at $1.81M in Q4 2025. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • 49 Wealth Management reported no remaining Dimensional US Equity ETF position as of Q2 2026 after selling out during the quarter.
  • 49 Wealth Management sold 24,491 Dimensional US Equity ETF shares in Q2 2026, an estimated $1.74M.
  • 49 Wealth Management first reported a position in Dimensional US Equity ETF in Q1 2025 and held it in 5 quarters.
  • 49 Wealth Management's Dimensional US Equity ETF position peaked at $1.81M in Q4 2025.
  • 871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on 49 Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.