BWG
DFUS

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

Beta Wealth 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
-3,106
Closed -$208K – 119
2025
Q2 		$208K Sell
3,106
-874
-22% -$54.1K 0.08% 102
2025
Q1 		$241K Sell
3,980
-1,134
-22% -$72.5K 0.09% 95
2024
Q4 		$326K Buy
5,114
+6
+0.1% +$385 0.14% 91
2024
Q3 		$318K Sell
5,108
-136
-3% -$8.14K 0.14% 89
2024
Q2 		$309K Buy
5,244
+354
+7% +$20.1K 0.15% 84
2024
Q1 		$279K Sell
4,890
-103
-2% -$5.58K 0.14% 89
2023
Q4 		$259K Sell
4,993
-570
-10% -$27.6K 0.14% 90
2023
Q3 		$259K Sell
5,563
-226
-4% -$10.9K 0.15% 90
2023
Q2 		$279K Sell
5,789
-606
-9% -$27.6K 0.16% 87
2023
Q1 		$284K Buy
+6,395
New +$278K 0.16% 81

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
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $3.52B AUM 22.33% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 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 $376B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return