ATPW
DFUS

Ashton Thomas Private Wealth’s Dimensional US Equity ETF DFUS Stock Holding History

Ashton Thomas Private Wealth’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 		$1.96M Buy
27,688
+60
+0.2% +$4.45K 0.05% 368
2025
Q4 		$2.05M Buy
27,628
+54
+0.2% +$3.97K 0.05% 316
2025
Q3 		$2M Buy
+27,574
New +$1.92M 0.05% 330
2024
Q3 		– Sell
-2,413
Closed -$142K – 918
2024
Q2 		$142K Buy
+2,413
New +$137K 0.01% 663

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

Ashton Thomas Private Wealth's DFUS Position: Q1 2026 in Review

Ashton Thomas Private Wealth increased its Dimensional US Equity ETF (DFUS) stake by 0.22% in Q1 2026, buying an estimated $4.45K and bringing the position to 27,688 shares worth $1.96M. The position accounts for 0.05% of the portfolio, ranked #368.

Ashton Thomas Private Wealth first reported a position in DFUS in Q2 2024 and has held it in 4 quarters since. The position peaked at $2.05M in Q4 2025. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

  • Ashton Thomas Private Wealth held 27,688 shares of Dimensional US Equity ETF worth $1.96M as of Q1 2026.
  • Ashton Thomas Private Wealth bought 60 Dimensional US Equity ETF shares in Q1 2026, an estimated $4.45K.
  • Dimensional US Equity ETF made up 0.05% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #368 holding.
  • Ashton Thomas Private Wealth first reported a position in Dimensional US Equity ETF in Q2 2024 and has held it in 4 quarters since.
  • Ashton Thomas Private Wealth's Dimensional US Equity ETF position peaked at $2.05M in Q4 2025.
  • 850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.