BostonPremier Wealth’s Dimensional US Equity ETF DFUS Stock Holding History

BostonPremier Wealth’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	$13.5M	Buy	163,043 +9,312	+6%	+$773K	5.52%	5
2026 Q2	$12.6M	Buy	153,731 +7,529	+5%	+$595K	5.35%	5
2026 Q1	$10.4M	Buy	146,202 +5,632	+4%	+$417K	5.36%	5
2025 Q4	$10.4M	Buy	140,570 +26,638	+23%	+$1.96M	5.34%	5
2025 Q3	$8.25M	Buy	113,932 +4,610	+4%	+$321K	4.1%	8
2025 Q2	$7.33M	Sell	109,322 -750	-0.7%	-$46.4K	4.06%	7
2025 Q1	$6.66M	Sell	110,072 -3,324	-3%	-$212K	4.13%	8
2024 Q4	$7.23M	Buy	+113,396	New	+$7.27M	4.38%	7

Other funds holding DFUS

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

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 Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Penney Financial Houston, Texas $339M AUM 9.78% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Foundry Financial Pasadena, California $322M AUM 13.25% 1-Year Est. Return

BostonPremier Wealth's DFUS Position: Q3 2026 in Review

BostonPremier Wealth increased its Dimensional US Equity ETF (DFUS) stake by 6.1% in Q3 2026, buying an estimated $773K and bringing the position to 163,043 shares worth $13.5M. The position accounts for 5.52% of the portfolio, ranked #5.

BostonPremier Wealth first reported a position in DFUS in Q4 2024 and has held it in 8 quarters since. 219 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

BostonPremier Wealth held 163,043 shares of Dimensional US Equity ETF worth $13.5M as of Q3 2026.
BostonPremier Wealth bought 9,312 Dimensional US Equity ETF shares in Q3 2026, an estimated $773K.
Dimensional US Equity ETF made up 5.52% of BostonPremier Wealth's portfolio in Q3 2026, its #5 holding.
BostonPremier Wealth first reported a position in Dimensional US Equity ETF in Q4 2024 and has held it in 8 quarters since.
219 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on BostonPremier Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.