AWM
DFUS

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
Q2 		$5.29M Sell
64,550
-2,861
-4% -$226K 2.34% 8
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
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Ariadne Wealth Management's DFUS Position: Q2 2026 in Review

Ariadne Wealth Management reduced its Dimensional US Equity ETF (DFUS) stake by 4.2% in Q2 2026, selling an estimated $226K and leaving 64,550 shares worth $5.29M. The position accounts for 2.34% of the portfolio, ranked #8.

Ariadne Wealth Management first reported a position in DFUS in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.18M in Q4 2024. 872 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Ariadne Wealth Management held 64,550 shares of Dimensional US Equity ETF worth $5.29M as of Q2 2026.
  • Ariadne Wealth Management sold 2,861 Dimensional US Equity ETF shares in Q2 2026, an estimated $226K.
  • Dimensional US Equity ETF made up 2.34% of Ariadne Wealth Management's portfolio in Q2 2026, its #8 holding.
  • Ariadne Wealth Management first reported a position in Dimensional US Equity ETF in Q2 2024 and has held it in 9 quarters since.
  • Ariadne Wealth Management's Dimensional US Equity ETF position peaked at $6.18M in Q4 2024.
  • 872 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Ariadne Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.