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 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 Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

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

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Badgley Phelps Wealth Managers's DFUS Position: Q1 2026 in Review

Badgley Phelps Wealth Managers reduced its Dimensional US Equity ETF (DFUS) stake by 2% in Q1 2026, selling an estimated $9.86K and leaving 6,572 shares worth $466K. The position accounts for 0.01% of the portfolio, ranked #251.

Badgley Phelps Wealth Managers first reported a position in DFUS in Q1 2024 and has held it in 9 quarters since. The position peaked at $497K in Q4 2025. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

Badgley Phelps Wealth Managers held 6,572 shares of Dimensional US Equity ETF worth $466K as of Q1 2026.
Badgley Phelps Wealth Managers sold 133 Dimensional US Equity ETF shares in Q1 2026, an estimated $9.86K.
Dimensional US Equity ETF made up 0.01% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #251 holding.
Badgley Phelps Wealth Managers first reported a position in Dimensional US Equity ETF in Q1 2024 and has held it in 9 quarters since.
Badgley Phelps Wealth Managers's Dimensional US Equity ETF position peaked at $497K in Q4 2025.
850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.