BW
DFUS

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
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

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
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
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Mercer Global Advisors
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

BostonPremier Wealth's DFUS Position: Q2 2026 in Review

BostonPremier Wealth increased its Dimensional US Equity ETF (DFUS) stake by 5.1% in Q2 2026, buying an estimated $595K and bringing the position to 153,731 shares worth $12.6M. The position accounts for 5.35% of the portfolio, ranked #5.

BostonPremier Wealth first reported a position in DFUS in Q4 2024 and has held it in 7 quarters since. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • BostonPremier Wealth held 153,731 shares of Dimensional US Equity ETF worth $12.6M as of Q2 2026.
  • BostonPremier Wealth bought 7,529 Dimensional US Equity ETF shares in Q2 2026, an estimated $595K.
  • Dimensional US Equity ETF made up 5.35% of BostonPremier Wealth's portfolio in Q2 2026, its #5 holding.
  • BostonPremier Wealth first reported a position in Dimensional US Equity ETF in Q4 2024 and has held it in 7 quarters since.
  • 871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on BostonPremier Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.