BWMG
DFUS

Bannerman Wealth Management Group’s Dimensional US Equity ETF DFUS Stock Holding History

Bannerman Wealth Management Group’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
2025
Q3 		– Sell
-10,045
Closed -$673K – 35
2025
Q2 		$673K Hold
10,045
– – 0.52% 21
2025
Q1 		$608K Hold
10,045
– – 0.5% 20
2024
Q4 		$640K Buy
+10,045
New +$644K 0.53% 19

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
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 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 $445B AUM 25.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Bannerman Wealth Management Group's DFUS Position: Q3 2025 in Review

Bannerman Wealth Management Group sold out of Dimensional US Equity ETF (DFUS) in Q3 2025, closing a stake of 10,045 shares — an estimated $673K sold.

Bannerman Wealth Management Group first reported a position in DFUS in Q4 2024 and held it in 3 quarters. The position peaked at $673K in Q2 2025. 763 funds tracked by Wall St. Rank hold DFUS as of Q3 2025.

  • Bannerman Wealth Management Group reported no remaining Dimensional US Equity ETF position as of Q3 2025 after selling out during the quarter.
  • Bannerman Wealth Management Group sold 10,045 Dimensional US Equity ETF shares in Q3 2025, an estimated $673K.
  • Bannerman Wealth Management Group first reported a position in Dimensional US Equity ETF in Q4 2024 and held it in 3 quarters.
  • Bannerman Wealth Management Group's Dimensional US Equity ETF position peaked at $673K in Q2 2025.
  • 763 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2025.

Based on Bannerman Wealth Management Group's 13F filing for Q3 2025, filed 15 Oct 2025.