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 $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

Beta Wealth Group's DFUS Position: Q3 2025 in Review

Beta Wealth Group sold out of Dimensional US Equity ETF (DFUS) in Q3 2025, closing a stake of 3,106 shares — an estimated $208K sold.

Beta Wealth Group first reported a position in DFUS in Q1 2023 and held it in 10 quarters. The position peaked at $326K in Q4 2024. 763 funds tracked by Wall St. Rank hold DFUS as of Q3 2025.

  • Beta Wealth Group reported no remaining Dimensional US Equity ETF position as of Q3 2025 after selling out during the quarter.
  • Beta Wealth Group sold 3,106 Dimensional US Equity ETF shares in Q3 2025, an estimated $208K.
  • Beta Wealth Group first reported a position in Dimensional US Equity ETF in Q1 2023 and held it in 10 quarters.
  • Beta Wealth Group's Dimensional US Equity ETF position peaked at $326K in Q4 2024.
  • 763 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2025.

Based on Beta Wealth Group's 13F filing for Q3 2025, filed 7 Nov 2025.