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

Aprio 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	$2.09M	Buy	29,414 +129	+0.4%	+$9.56K	0.11%	122
2025 Q4	$2.17M	Sell	29,285 -361	-1%	-$26.5K	0.12%	112
2025 Q3	$2.15M	Sell	29,646 -137	-0.5%	-$9.54K	0.21%	71
2025 Q2	$2M	Buy	29,783 +11	+0%	+$681	0.23%	68
2025 Q1	$1.8M	Buy	29,772 +5	+0%	+$320	0.23%	72
2024 Q4	$1.9M	Sell	29,767 -901	-3%	-$57.8K	0.28%	61
2024 Q3	$1.91M	Hold	30,668	–	–	0.31%	51
2024 Q2	$1.8M	Hold	30,668	–	–	0.33%	43
2024 Q1	$1.75M	Hold	30,668	–	–	0.34%	39
2023 Q4	$1.59M	Hold	30,668	–	–	0.35%	40
2023 Q3	$1.43M	Hold	30,668	–	–	0.39%	37
2023 Q2	$1.48M	Hold	30,668	–	–	0.41%	33
2023 Q1	$1.36M	Buy	30,668 +1,553	+5%	+$67.4K	0.42%	29
2022 Q4	$1.21M	Sell	29,115 -1,214	-4%	-$50.8K	0.43%	30
2022 Q3	$1.18M	Sell	30,329 -1,379	-4%	-$59.3K	0.47%	31
2022 Q2	$1.29M	Buy	+31,708	New	+$1.41M	0.51%	30
2022 Q1	–	Sell	-34,969	Closed	-$1.81M	–	87
2021 Q4	$1.81M	Sell	34,969 -2,527	-7%	-$127K	0.76%	27
2021 Q3	$1.77M	Sell	37,496 -235	-0.6%	-$11.4K	0.81%	27
2021 Q2	$1.78M	Buy	+37,731	New	+$1.76M	0.84%	24

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

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

Aprio Wealth Management increased its Dimensional US Equity ETF (DFUS) stake by 0.44% in Q1 2026, buying an estimated $9.56K and bringing the position to 29,414 shares worth $2.09M. The position accounts for 0.11% of the portfolio, ranked #122.

Aprio Wealth Management first reported a position in DFUS in Q2 2021 and has held it in 19 quarters since. The position peaked at $2.17M in Q4 2025. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

Aprio Wealth Management held 29,414 shares of Dimensional US Equity ETF worth $2.09M as of Q1 2026.
Aprio Wealth Management bought 129 Dimensional US Equity ETF shares in Q1 2026, an estimated $9.56K.
Dimensional US Equity ETF made up 0.11% of Aprio Wealth Management's portfolio in Q1 2026, its #122 holding.
Aprio Wealth Management first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 19 quarters since.
Aprio Wealth Management's Dimensional US Equity ETF position peaked at $2.17M in Q4 2025.
850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Aprio Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.