Avidian Wealth Enterprises’s Dimensional US Equity ETF DFUS Stock Holding History

Avidian Wealth Enterprises’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 Q3	$814K	Buy	9,803 +2,010	+26%	+$167K	0.02%	370
2026 Q2	$639K	Buy	7,793 +3,230	+71%	+$255K	0.02%	421
2026 Q1	$324K	Buy	4,563 +439	+11%	+$32.5K	0.01%	533
2025 Q4	$306K	Buy	4,124 +1	+0%	+$73	0.01%	473
2025 Q3	$299K	Buy	4,123 +1	+0%	+$70	0.01%	472
2025 Q2	$276K	Hold	4,122	–	–	0.01%	456
2025 Q1	$249K	Buy	4,122 +1	+0%	+$64	0.01%	457
2024 Q4	$263K	Buy	+4,121	New	+$264K	0.01%	430

Other funds holding DFUS

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Penney Financial Houston, Texas $339M AUM 9.78% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Foundry Financial Pasadena, California $322M AUM 13.25% 1-Year Est. Return

Avidian Wealth Enterprises's DFUS Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Dimensional US Equity ETF (DFUS) stake by 26% in Q3 2026, buying an estimated $167K and bringing the position to 9,803 shares worth $814K. The position accounts for 0.02% of the portfolio, ranked #370.

Avidian Wealth Enterprises first reported a position in DFUS in Q4 2024 and has held it in 8 quarters since. 219 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

Avidian Wealth Enterprises held 9,803 shares of Dimensional US Equity ETF worth $814K as of Q3 2026.
Avidian Wealth Enterprises bought 2,010 Dimensional US Equity ETF shares in Q3 2026, an estimated $167K.
Dimensional US Equity ETF made up 0.02% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #370 holding.
Avidian Wealth Enterprises first reported a position in Dimensional US Equity ETF in Q4 2024 and has held it in 8 quarters since.
219 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.