AWM
DFUS

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

Accredited 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
2025
Q3 		$72.7K Buy
45,525
+44,521
+4,434% +$3.1M 0.05% 119
2025
Q2 		$67.3K Hold
1,004
– – 0.05% 117
2025
Q1 		$60.7K Hold
1,004
– – 0.05% 115
2024
Q4 		$64K Buy
+1,004
New +$64.4K 0.06% 125

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Focus Partners Wealth
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
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return

Accredited Wealth Management's DFUS Position: Q3 2025 in Review

Accredited Wealth Management increased its Dimensional US Equity ETF (DFUS) stake by 4,434% in Q3 2025, buying an estimated $3.1M and bringing the position to 45,525 shares worth $72.7K. The position accounts for 0.05% of the portfolio, ranked #119.

Accredited Wealth Management first reported a position in DFUS in Q4 2024 and has held it in 4 quarters since. 761 funds tracked by Wall St. Rank hold DFUS as of Q3 2025.

  • Accredited Wealth Management held 45,525 shares of Dimensional US Equity ETF worth $72.7K as of Q3 2025.
  • Accredited Wealth Management bought 44,521 Dimensional US Equity ETF shares in Q3 2025, an estimated $3.1M.
  • Dimensional US Equity ETF made up 0.05% of Accredited Wealth Management's portfolio in Q3 2025, its #119 holding.
  • Accredited Wealth Management first reported a position in Dimensional US Equity ETF in Q4 2024 and has held it in 4 quarters since.
  • 761 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.