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

Ariadne 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	$4.78M	Sell	67,411 -1,033	-2%	-$76.5K	2.15%	10
2025 Q4	$5.08M	Hold	68,444	–	–	2.1%	11
2025 Q3	$4.99M	Hold	68,444	–	–	2.24%	11
2025 Q2	$4.8M	Sell	68,444 -22,341	-25%	-$1.38M	2.29%	11
2025 Q1	$5.55M	Sell	90,785 -2,911	-3%	-$186K	2.9%	7
2024 Q4	$6.18M	Buy	93,696 +18,993	+25%	+$1.22M	2.83%	6
2024 Q3	$4.85M	Sell	74,703 -236	-0.3%	-$14.1K	2.64%	8
2024 Q2	$4.41M	Buy	+74,939	New	+$4.26M	3.41%	7

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

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

Ariadne Wealth Management reduced its Dimensional US Equity ETF (DFUS) stake by 1.5% in Q1 2026, selling an estimated $76.5K and leaving 67,411 shares worth $4.78M. The position accounts for 2.15% of the portfolio, ranked #10.

Ariadne Wealth Management first reported a position in DFUS in Q2 2024 and has held it in 8 quarters since. The position peaked at $6.18M in Q4 2024. 852 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

Ariadne Wealth Management held 67,411 shares of Dimensional US Equity ETF worth $4.78M as of Q1 2026.
Ariadne Wealth Management sold 1,033 Dimensional US Equity ETF shares in Q1 2026, an estimated $76.5K.
Dimensional US Equity ETF made up 2.15% of Ariadne Wealth Management's portfolio in Q1 2026, its #10 holding.
Ariadne Wealth Management first reported a position in Dimensional US Equity ETF in Q2 2024 and has held it in 8 quarters since.
Ariadne Wealth Management's Dimensional US Equity ETF position peaked at $6.18M in Q4 2024.
852 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Ariadne Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.