BPWM
DFUS

Badgley Phelps Wealth Managers’s Dimensional US Equity ETF DFUS Stock Holding History

Badgley Phelps Wealth Managers’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 		$558K Buy
6,812
+240
+4% +$19K 0.01% 242
2026
Q1 		$466K Sell
6,572
-133
-2% -$9.86K 0.01% 251
2025
Q4 		$497K Hold
6,705
– – 0.01% 239
2025
Q3 		$486K Hold
6,705
– – 0.01% 225
2025
Q2 		$449K Hold
6,705
– – 0.01% 225
2025
Q1 		$406K Hold
6,705
– – 0.01% 227
2024
Q4 		$427K Hold
6,705
– – 0.01% 225
2024
Q3 		$417K Sell
6,705
-150
-2% -$8.98K 0.01% 223
2024
Q2 		$403K Hold
6,855
– – 0.01% 209
2024
Q1 		$391K Buy
+6,855
New +$371K 0.01% 206

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

Badgley Phelps Wealth Managers's DFUS Position: Q2 2026 in Review

Badgley Phelps Wealth Managers increased its Dimensional US Equity ETF (DFUS) stake by 3.7% in Q2 2026, buying an estimated $19K and bringing the position to 6,812 shares worth $558K. The position accounts for 0.01% of the portfolio, ranked #242.

Badgley Phelps Wealth Managers first reported a position in DFUS in Q1 2024 and has held it in 10 quarters since. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Badgley Phelps Wealth Managers held 6,812 shares of Dimensional US Equity ETF worth $558K as of Q2 2026.
  • Badgley Phelps Wealth Managers bought 240 Dimensional US Equity ETF shares in Q2 2026, an estimated $19K.
  • Dimensional US Equity ETF made up 0.01% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #242 holding.
  • Badgley Phelps Wealth Managers first reported a position in Dimensional US Equity ETF in Q1 2024 and has held it in 10 quarters since.
  • 871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2026, filed 31 Jul 2026.