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 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

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

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

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

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $3.52B AUM 22.33% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Mercer Global Advisors

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