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

Alliance Wealth Management Group’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 Q3	$475K	Hold	5,721	–	–	0.1%	65
2026 Q2	$469K	Hold	5,721	–	–	0.09%	65
2026 Q1	$406K	Hold	5,721	–	–	0.09%	70
2025 Q4	$424K	Hold	5,721	–	–	0.09%	68
2025 Q3	$414K	Hold	5,721	–	–	0.09%	70
2025 Q2	$383K	Hold	5,721	–	–	0.1%	66
2025 Q1	$346K	Hold	5,721	–	–	0.09%	67
2024 Q4	$365K	Hold	5,721	–	–	0.1%	66
2024 Q3	$356K	Hold	5,721	–	–	0.09%	65
2024 Q2	$337K	Hold	5,721	–	–	0.1%	66
2024 Q1	$326K	Sell	5,721 -4,142	-42%	-$224K	0.1%	64
2023 Q4	$511K	Buy	+9,863	New	+$477K	0.16%	51
2023 Q2	$475K	Hold	9,863	–	–	0.15%	51
2023 Q1	$438K	Hold	9,863	–	–	0.15%	53
2022 Q4	$410K	Hold	9,863	–	–	0.15%	54
2022 Q3	$383K	Hold	9,863	–	–	0.15%	52
2022 Q2	$402K	Hold	9,863	–	–	0.15%	50
2022 Q1	$483K	Hold	9,863	–	–	0.16%	50
2021 Q4	$510K	Hold	9,863	–	–	0.16%	49
2021 Q3	$465K	Hold	9,863	–	–	0.15%	49
2021 Q2	$465K	Buy	+9,863	New	+$460K	0.15%	48

Other funds holding DFUS

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Alliance Wealth Management Group's DFUS Position: Q3 2026 in Review

Alliance Wealth Management Group held its Dimensional US Equity ETF (DFUS) position steady in Q3 2026 at 5,721 shares worth $475K. The position accounts for 0.1% of the portfolio, ranked #65.

Alliance Wealth Management Group first reported a position in DFUS in Q2 2021 and has held it in 21 quarters since. The position peaked at $511K in Q4 2023. 601 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

Alliance Wealth Management Group held 5,721 shares of Dimensional US Equity ETF worth $475K as of Q3 2026.
Alliance Wealth Management Group left its Dimensional US Equity ETF share count unchanged in Q3 2026.
Dimensional US Equity ETF made up 0.1% of Alliance Wealth Management Group's portfolio in Q3 2026, its #65 holding.
Alliance Wealth Management Group first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 21 quarters since.
Alliance Wealth Management Group's Dimensional US Equity ETF position peaked at $511K in Q4 2023.
601 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Alliance Wealth Management Group's 13F filing for Q3 2026, filed 29 Oct 2026.