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

BlackDiamond 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 Q2	$282K	Sell	3,334 -41	-1%	-$3.24K	0.11%	174
2026 Q1	$239K	Sell	3,375 -11	-0.3%	-$815	0.12%	171
2025 Q4	$256K	Sell	3,386 -448	-12%	-$32.9K	0.12%	165
2025 Q3	$278K	Buy	3,834 +352	+10%	+$24.5K	0.15%	128
2025 Q2	$233K	Sell	3,482 -32	-0.9%	-$1.98K	0.13%	148
2025 Q1	$215K	Sell	3,514 -163	-4%	-$10.4K	0.15%	144
2024 Q4	$234K	Hold	3,677	–	–	0.14%	142
2024 Q3	$240K	Sell	3,677 -153	-4%	-$9.16K	0.14%	145
2024 Q2	$220K	Sell	3,830 -207	-5%	-$11.8K	0.14%	136
2024 Q1	$230K	Sell	4,037 -75	-2%	-$4.06K	0.16%	133
2023 Q4	$220K	Buy	+4,112	New	+$199K	0.16%	129
2023 Q3	–	Sell	-4,304	Closed	-$213K	–	129
2023 Q2	$213K	Buy	+4,304	New	+$196K	0.18%	119
2023 Q1	–	Sell	-4,751	Closed	-$202K	–	118
2022 Q4	$202K	Buy	+4,751	New	+$199K	0.23%	109

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

BlackDiamond Wealth Management's DFUS Position: Q2 2026 in Review

BlackDiamond Wealth Management reduced its Dimensional US Equity ETF (DFUS) stake by 1.2% in Q2 2026, selling an estimated $3.24K and leaving 3,334 shares worth $282K. The position accounts for 0.11% of the portfolio, ranked #174.

BlackDiamond Wealth Management first reported a position in DFUS in Q4 2022 and has held it in 13 quarters since. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

BlackDiamond Wealth Management held 3,334 shares of Dimensional US Equity ETF worth $282K as of Q2 2026.
BlackDiamond Wealth Management sold 41 Dimensional US Equity ETF shares in Q2 2026, an estimated $3.24K.
Dimensional US Equity ETF made up 0.11% of BlackDiamond Wealth Management's portfolio in Q2 2026, its #174 holding.
BlackDiamond Wealth Management first reported a position in Dimensional US Equity ETF in Q4 2022 and has held it in 13 quarters since.
871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.