Brady Martz Wealth Solutions’s Dimensional US Equity ETF DFUS Stock Holding History

Brady Martz Wealth Solutions’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	$419K	Buy	5,909 +39	+0.7%	+$2.89K	0.07%	144
2025 Q4	$435K	Buy	5,870 +37	+0.6%	+$2.72K	0.08%	139
2025 Q3	$423K	Buy	5,833 +40	+0.7%	+$2.79K	0.08%	126
2025 Q2	$388K	Buy	5,793 +407	+8%	+$25.2K	0.08%	127
2025 Q1	$326K	Buy	5,386 +198	+4%	+$12.7K	0.07%	123
2024 Q4	$329K	Buy	+5,188	New	+$333K	0.08%	124

Other funds holding DFUS

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

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

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Brady Martz Wealth Solutions's DFUS Position: Q1 2026 in Review

Brady Martz Wealth Solutions increased its Dimensional US Equity ETF (DFUS) stake by 0.66% in Q1 2026, buying an estimated $2.89K and bringing the position to 5,909 shares worth $419K. The position accounts for 0.07% of the portfolio, ranked #144.

Brady Martz Wealth Solutions first reported a position in DFUS in Q4 2024 and has held it in 6 quarters since. The position peaked at $435K in Q4 2025. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

Brady Martz Wealth Solutions held 5,909 shares of Dimensional US Equity ETF worth $419K as of Q1 2026.
Brady Martz Wealth Solutions bought 39 Dimensional US Equity ETF shares in Q1 2026, an estimated $2.89K.
Dimensional US Equity ETF made up 0.07% of Brady Martz Wealth Solutions's portfolio in Q1 2026, its #144 holding.
Brady Martz Wealth Solutions first reported a position in Dimensional US Equity ETF in Q4 2024 and has held it in 6 quarters since.
Brady Martz Wealth Solutions's Dimensional US Equity ETF position peaked at $435K in Q4 2025.
850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q1 2026, filed 15 Apr 2026.