Arcadia Wealth Management (New York)’s Dimensional US Equity ETF DFUS Stock Holding History

Arcadia Wealth Management (New York)’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	$342K	Hold	4,826	–	–	0.19%	42
2025 Q4	$358K	Hold	4,826	–	–	0.21%	39
2025 Q3	$350K	Hold	4,826	–	–	0.21%	41
2025 Q2	$323K	Hold	4,826	–	–	0.22%	39
2025 Q1	$292K	Hold	4,826	–	–	0.23%	40
2024 Q4	$308K	Buy	+4,826	New	+$309K	0.26%	37

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 $2.57B AUM 21.7% 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

Arcadia Wealth Management (New York)'s DFUS Position: Q1 2026 in Review

Arcadia Wealth Management (New York) held its Dimensional US Equity ETF (DFUS) position steady in Q1 2026 at 4,826 shares worth $342K. The position accounts for 0.19% of the portfolio, ranked #42.

Arcadia Wealth Management (New York) first reported a position in DFUS in Q4 2024 and has held it in 6 quarters since. The position peaked at $358K in Q4 2025. 852 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

Arcadia Wealth Management (New York) held 4,826 shares of Dimensional US Equity ETF worth $342K as of Q1 2026.
Arcadia Wealth Management (New York) left its Dimensional US Equity ETF share count unchanged in Q1 2026.
Dimensional US Equity ETF made up 0.19% of Arcadia Wealth Management (New York)'s portfolio in Q1 2026, its #42 holding.
Arcadia Wealth Management (New York) first reported a position in Dimensional US Equity ETF in Q4 2024 and has held it in 6 quarters since.
Arcadia Wealth Management (New York)'s Dimensional US Equity ETF position peaked at $358K in Q4 2025.
852 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Arcadia Wealth Management (New York)'s 13F filing for Q1 2026, filed 14 May 2026.