Bernardo Wealth Planning’s Dimensional US Equity ETF DFUS Stock Holding History

Bernardo Wealth Planning’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	$24.6M	Buy	300,091 +13,871	+5%	+$1.1M	4.2%	8
2026 Q1	$20.3M	Buy	286,220 +27,949	+11%	+$2.07M	3.97%	8
2025 Q4	$19.2M	Buy	258,271 +5,145	+2%	+$378K	3.65%	9
2025 Q3	$18.3M	Buy	253,126 +10,250	+4%	+$714K	3.59%	10
2025 Q2	$16.3M	Buy	242,876 +84,350	+53%	+$5.22M	3.53%	9
2025 Q1	$9.59M	Buy	158,526 +9,254	+6%	+$591K	2.29%	16
2024 Q4	$9.44M	Buy	149,272 +136,690	+1,086%	+$8.76M	2.26%	15
2024 Q3	$795K	Buy	12,582 +8,198	+187%	+$491K	0.19%	49
2024 Q2	$258K	Buy	+4,384	New	+$249K	0.07%	88

Other funds holding DFUS

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

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

Bernardo Wealth Planning's DFUS Position: Q2 2026 in Review

Bernardo Wealth Planning increased its Dimensional US Equity ETF (DFUS) stake by 4.8% in Q2 2026, buying an estimated $1.1M and bringing the position to 300,091 shares worth $24.6M. The position accounts for 4.2% of the portfolio, ranked #8.

Bernardo Wealth Planning first reported a position in DFUS in Q2 2024 and has held it in 9 quarters since. 868 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Bernardo Wealth Planning held 300,091 shares of Dimensional US Equity ETF worth $24.6M as of Q2 2026.
Bernardo Wealth Planning bought 13,871 Dimensional US Equity ETF shares in Q2 2026, an estimated $1.1M.
Dimensional US Equity ETF made up 4.2% of Bernardo Wealth Planning's portfolio in Q2 2026, its #8 holding.
Bernardo Wealth Planning first reported a position in Dimensional US Equity ETF in Q2 2024 and has held it in 9 quarters since.
868 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Bernardo Wealth Planning's 13F filing for Q2 2026, filed 27 Jul 2026.