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 Q2	$485K	Buy	5,917 +8	+0.1%	+$633	0.07%	149
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 $91.8B AUM 38.24% 1-Year Est. Return

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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

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

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

Brady Martz Wealth Solutions's DFUS Position: Q2 2026 in Review

Brady Martz Wealth Solutions increased its Dimensional US Equity ETF (DFUS) stake by 0.14% in Q2 2026, buying an estimated $633 and bringing the position to 5,917 shares worth $485K. The position accounts for 0.07% of the portfolio, ranked #149.

Brady Martz Wealth Solutions first reported a position in DFUS in Q4 2024 and has held it in 7 quarters since. 873 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Brady Martz Wealth Solutions held 5,917 shares of Dimensional US Equity ETF worth $485K as of Q2 2026.
Brady Martz Wealth Solutions bought 8 Dimensional US Equity ETF shares in Q2 2026, an estimated $633.
Dimensional US Equity ETF made up 0.07% of Brady Martz Wealth Solutions's portfolio in Q2 2026, its #149 holding.
Brady Martz Wealth Solutions first reported a position in Dimensional US Equity ETF in Q4 2024 and has held it in 7 quarters since.
873 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.