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

BCO Wealth Management’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	$2.4M	Sell	28,915 -920	-3%	-$76.3K	1.29%	12
2026 Q2	$2.44M	Hold	29,835	–	–	1.33%	12
2026 Q1	$2.12M	Hold	29,835	–	–	1.27%	12
2025 Q4	$2.21M	Sell	29,835 -137	-0.5%	-$10.1K	1.36%	12
2025 Q3	$2.17M	Sell	29,972 -106	-0.4%	-$7.38K	1.43%	12
2025 Q2	$2.01M	Sell	30,078 -89	-0.3%	-$5.51K	1.44%	12
2025 Q1	$1.82M	Buy	30,167 +252	+0.8%	+$16.1K	1.43%	12
2024 Q4	$1.91M	Buy	+29,915	New	+$1.92M	1.59%	12

Other funds holding DFUS

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

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

Vise Technologies New York $12B AUM 18.78% 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

BCO Wealth Management's DFUS Position: Q3 2026 in Review

BCO Wealth Management reduced its Dimensional US Equity ETF (DFUS) stake by 3.1% in Q3 2026, selling an estimated $76.3K and leaving 28,915 shares worth $2.4M. The position accounts for 1.29% of the portfolio, ranked #12.

BCO Wealth Management first reported a position in DFUS in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.44M in Q2 2026. 398 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

BCO Wealth Management held 28,915 shares of Dimensional US Equity ETF worth $2.4M as of Q3 2026.
BCO Wealth Management sold 920 Dimensional US Equity ETF shares in Q3 2026, an estimated $76.3K.
Dimensional US Equity ETF made up 1.29% of BCO Wealth Management's portfolio in Q3 2026, its #12 holding.
BCO Wealth Management first reported a position in Dimensional US Equity ETF in Q4 2024 and has held it in 8 quarters since.
BCO Wealth Management's Dimensional US Equity ETF position peaked at $2.44M in Q2 2026.
398 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on BCO Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.