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

BNC 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
Q3 		$238K Hold
2,865
– – 0.05% 96
2026
Q2 		$235K Hold
2,865
– – 0.06% 96
2026
Q1 		$203K Hold
2,865
– – 0.06% 103
2025
Q4 		$213K Hold
2,865
– – 0.05% 103
2025
Q3 		$208K Buy
+2,865
New +$200K 0.05% 103

Other funds holding DFUS

Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
FF
Foundry Financial Pasadena, California $322M AUM 13.25% 1-Year Est. Return
Elser Financial Planning
Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

BNC Wealth Management's DFUS Position: Q3 2026 in Review

BNC Wealth Management held its Dimensional US Equity ETF (DFUS) position steady in Q3 2026 at 2,865 shares worth $238K. The position accounts for 0.05% of the portfolio, ranked #96.

BNC Wealth Management first reported a position in DFUS in Q3 2025 and has held it in 5 quarters since. 186 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

  • BNC Wealth Management held 2,865 shares of Dimensional US Equity ETF worth $238K as of Q3 2026.
  • BNC Wealth Management left its Dimensional US Equity ETF share count unchanged in Q3 2026.
  • Dimensional US Equity ETF made up 0.05% of BNC Wealth Management's portfolio in Q3 2026, its #96 holding.
  • BNC Wealth Management first reported a position in Dimensional US Equity ETF in Q3 2025 and has held it in 5 quarters since.
  • 186 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on BNC Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.