BWM
DFUS

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
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
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
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 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
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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return