Cassaday & Co Wealth Management’s Dimensional US Equity ETF DFUS Stock Holding History

Cassaday & Co Wealth Management’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	$465K	Hold	5,673	–	–	0.01%	241
2026 Q1	$402K	Hold	5,673	–	–	0.01%	245
2025 Q4	$421K	Hold	5,673	–	–	0.01%	239
2025 Q3	$411K	Hold	5,673	–	–	0.01%	236
2025 Q2	$380K	Hold	5,673	–	–	0.01%	236
2025 Q1	$343K	Hold	5,673	–	–	0.01%	235
2024 Q4	$362K	Hold	5,673	–	–	0.01%	229
2024 Q3	$353K	Hold	5,673	–	–	0.01%	217
2024 Q2	$334K	Hold	5,673	–	–	0.01%	217
2024 Q1	$323K	Hold	5,673	–	–	0.01%	214
2023 Q4	$294K	Hold	5,673	–	–	0.01%	205
2023 Q3	$264K	Hold	5,673	–	–	0.01%	208
2023 Q2	$273K	Hold	5,673	–	–	0.01%	203
2023 Q1	$252K	Hold	5,673	–	–	0.01%	223
2022 Q4	$236K	Buy	+5,673	New	+$237K	0.01%	221

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

Cassaday & Co Wealth Management's DFUS Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Dimensional US Equity ETF (DFUS) position steady in Q2 2026 at 5,673 shares worth $465K. The position accounts for 0.01% of the portfolio, ranked #241.

Cassaday & Co Wealth Management first reported a position in DFUS in Q4 2022 and has held it in 15 quarters since. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Cassaday & Co Wealth Management held 5,673 shares of Dimensional US Equity ETF worth $465K as of Q2 2026.
Cassaday & Co Wealth Management left its Dimensional US Equity ETF share count unchanged in Q2 2026.
Dimensional US Equity ETF made up 0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #241 holding.
Cassaday & Co Wealth Management first reported a position in Dimensional US Equity ETF in Q4 2022 and has held it in 15 quarters since.
871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.