AWA
DFUS

Arkadios Wealth Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

Arkadios Wealth Advisors’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 		$370K Buy
+5,221
New +$387K 0.01% 1249
2024
Q2 		– Sell
-4,302
Closed -$245K – 874
2024
Q1 		$245K Hold
4,302
– – 0.02% 597
2023
Q4 		$223K Hold
4,302
– – 0.02% 617
2023
Q3 		$200K Buy
+4,302
New +$208K 0.02% 621

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Focus Partners Wealth
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
VT
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
PL
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Arkadios Wealth Advisors's DFUS Position: Q1 2026 in Review

Arkadios Wealth Advisors opened a new position in Dimensional US Equity ETF (DFUS) in Q1 2026: 5,221 shares worth $370K. The stake represents 0.01% of the portfolio and ranks #1249 among its holdings. This is a return to the name: Arkadios Wealth Advisors previously reported a position in DFUS as recently as Q1 2024.

Arkadios Wealth Advisors first reported a position in DFUS in Q3 2023 and has held it in 4 quarters since. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

  • Arkadios Wealth Advisors held 5,221 shares of Dimensional US Equity ETF worth $370K as of Q1 2026.
  • Dimensional US Equity ETF was a new Arkadios Wealth Advisors position in Q1 2026.
  • Dimensional US Equity ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1249 holding.
  • Arkadios Wealth Advisors first reported a position in Dimensional US Equity ETF in Q3 2023 and has held it in 4 quarters since.
  • 850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

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