Boyce & Associates Wealth Consulting’s Dimensional US Equity ETF DFUS Stock Holding History

Boyce & Associates Wealth Consulting’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	$734K	Buy	8,844 +58	+0.7%	+$4.81K	0.45%	39
2026 Q2	$720K	Buy	8,786 +18	+0.2%	+$1.42K	0.5%	42
2026 Q1	$622K	Buy	8,768 +42	+0.5%	+$3.11K	0.47%	44
2025 Q4	$647K	Buy	8,726 +16	+0.2%	+$1.18K	0.54%	36
2025 Q3	$631K	Buy	8,710 +18	+0.2%	+$1.25K	0.52%	36
2025 Q2	$583K	Buy	8,692 +20	+0.2%	+$1.24K	0.53%	39
2025 Q1	$524K	Buy	8,672 +16	+0.2%	+$1.02K	0.52%	36
2024 Q4	$552K	Buy	8,656 +26	+0.3%	+$1.67K	0.56%	36
2024 Q3	$537K	Buy	8,630 +18	+0.2%	+$1.08K	0.56%	35
2024 Q2	$507K	Buy	8,612 +20	+0.2%	+$1.14K	0.6%	34
2024 Q1	$490K	Buy	8,592 +15	+0.2%	+$812	0.63%	28
2023 Q4	$445K	Buy	8,577 +33	+0.4%	+$1.6K	0.65%	27
2023 Q3	$398K	Buy	8,544 +24	+0.3%	+$1.16K	0.66%	27
2023 Q2	$410K	Buy	8,520 +1,254	+17%	+$57K	0.69%	26
2023 Q1	$322K	Buy	7,266 +23	+0.3%	+$999	0.58%	33
2022 Q4	$301K	Sell	7,243 -218	-3%	-$9.11K	0.58%	31
2022 Q3	$290K	Buy	7,461 +29	+0.4%	+$1.25K	0.6%	32
2022 Q2	$303K	Buy	7,432 +26	+0.4%	+$1.15K	0.55%	31
2022 Q1	$363K	Buy	+7,406	New	+$358K	0.54%	36

Other funds holding DFUS

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

GWWM

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

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

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

HSG

Helen Stephens Group Fort Worth, Texas $627M AUM 11.32% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

1WM

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Boyce & Associates Wealth Consulting's DFUS Position: Q3 2026 in Review

Boyce & Associates Wealth Consulting increased its Dimensional US Equity ETF (DFUS) stake by 0.66% in Q3 2026, buying an estimated $4.81K and bringing the position to 8,844 shares worth $734K. The position accounts for 0.45% of the portfolio, ranked #39.

Boyce & Associates Wealth Consulting first reported a position in DFUS in Q1 2022 and has held it in 19 quarters since. 114 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

Boyce & Associates Wealth Consulting held 8,844 shares of Dimensional US Equity ETF worth $734K as of Q3 2026.
Boyce & Associates Wealth Consulting bought 58 Dimensional US Equity ETF shares in Q3 2026, an estimated $4.81K.
Dimensional US Equity ETF made up 0.45% of Boyce & Associates Wealth Consulting's portfolio in Q3 2026, its #39 holding.
Boyce & Associates Wealth Consulting first reported a position in Dimensional US Equity ETF in Q1 2022 and has held it in 19 quarters since.
114 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q3 2026, filed 14 Oct 2026.