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 Q3	$566K	Hold	6,812	–	–	0.01%	238
2026 Q2	$558K	Buy	6,812 +240	+4%	+$19K	0.01%	242
2026 Q1	$466K	Sell	6,572 -133	-2%	-$9.9K	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

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

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

G2 Capital Management Columbus, Ohio $441M AUM 11.72% 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

Colony Family Offices Charlotte, North Carolina $438M AUM 13.68% 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

Badgley Phelps Wealth Managers's DFUS Position: Q3 2026 in Review

Badgley Phelps Wealth Managers held its Dimensional US Equity ETF (DFUS) position steady in Q3 2026 at 6,812 shares worth $566K. The position accounts for 0.01% of the portfolio, ranked #238.

Badgley Phelps Wealth Managers first reported a position in DFUS in Q1 2024 and has held it in 11 quarters since. 292 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

Badgley Phelps Wealth Managers held 6,812 shares of Dimensional US Equity ETF worth $566K as of Q3 2026.
Badgley Phelps Wealth Managers left its Dimensional US Equity ETF share count unchanged in Q3 2026.
Dimensional US Equity ETF made up 0.01% of Badgley Phelps Wealth Managers's portfolio in Q3 2026, its #238 holding.
Badgley Phelps Wealth Managers first reported a position in Dimensional US Equity ETF in Q1 2024 and has held it in 11 quarters since.
292 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q3 2026, filed 22 Oct 2026.