BP
DFUS

BWM Planning’s Dimensional US Equity ETF DFUS Stock Holding History

BWM Planning’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 		$1.37M Hold
19,330
– – 0.36% 40
2025
Q4 		$1.43M Hold
19,330
– – 0.38% 36
2025
Q3 		$1.4M Hold
19,330
– – 0.42% 35
2025
Q2 		$1.3M Buy
19,330
+365
+2% +$22.6K 0.45% 35
2025
Q1 		$1.15M Sell
18,965
-186
-1% -$11.9K 0.49% 35
2024
Q4 		$1.22M Buy
19,151
+755
+4% +$48.4K 0.53% 36
2024
Q3 		$1.14M Buy
+18,396
New +$1.1M 0.51% 39

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Focus Partners Wealth
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
VT
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
PL
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

BWM Planning's DFUS Position: Q1 2026 in Review

BWM Planning held its Dimensional US Equity ETF (DFUS) position steady in Q1 2026 at 19,330 shares worth $1.37M. The position accounts for 0.36% of the portfolio, ranked #40.

BWM Planning first reported a position in DFUS in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.43M in Q4 2025. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

  • BWM Planning held 19,330 shares of Dimensional US Equity ETF worth $1.37M as of Q1 2026.
  • BWM Planning left its Dimensional US Equity ETF share count unchanged in Q1 2026.
  • Dimensional US Equity ETF made up 0.36% of BWM Planning's portfolio in Q1 2026, its #40 holding.
  • BWM Planning first reported a position in Dimensional US Equity ETF in Q3 2024 and has held it in 7 quarters since.
  • BWM Planning's Dimensional US Equity ETF position peaked at $1.43M in Q4 2025.
  • 850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on BWM Planning's 13F filing for Q1 2026, filed 22 Apr 2026.