Aprio Wealth Management
DFUS icon

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
Q3 		$2.44M Sell
29,408
-10
-0% -$830 0.11% 129
2026
Q2 		$2.41M Buy
29,418
+4
+0% +$316 0.12% 128
2026
Q1 		$2.09M Buy
29,414
+129
+0.4% +$9.6K 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% -$9.5K 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

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Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Index Fund Advisors
Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Aprio Wealth Management's DFUS Position: Q3 2026 in Review

Aprio Wealth Management reduced its Dimensional US Equity ETF (DFUS) stake by 0.03% in Q3 2026, selling an estimated $830 and leaving 29,408 shares worth $2.44M. The position accounts for 0.11% of the portfolio, ranked #129.

Aprio Wealth Management first reported a position in DFUS in Q2 2021 and has held it in 21 quarters since. 591 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

  • Aprio Wealth Management held 29,408 shares of Dimensional US Equity ETF worth $2.44M as of Q3 2026.
  • Aprio Wealth Management sold 10 Dimensional US Equity ETF shares in Q3 2026, an estimated $830.
  • Dimensional US Equity ETF made up 0.11% of Aprio Wealth Management's portfolio in Q3 2026, its #129 holding.
  • Aprio Wealth Management first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 21 quarters since.
  • 591 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.