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 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 $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

Cassaday & Co Wealth Management's DFUS Position: Q1 2026 in Review

Cassaday & Co Wealth Management held its Dimensional US Equity ETF (DFUS) position steady in Q1 2026 at 5,673 shares worth $402K. The position accounts for 0.01% of the portfolio, ranked #245.

Cassaday & Co Wealth Management first reported a position in DFUS in Q4 2022 and has held it in 14 quarters since. The position peaked at $421K in Q4 2025. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

Cassaday & Co Wealth Management held 5,673 shares of Dimensional US Equity ETF worth $402K as of Q1 2026.
Cassaday & Co Wealth Management left its Dimensional US Equity ETF share count unchanged in Q1 2026.
Dimensional US Equity ETF made up 0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #245 holding.
Cassaday & Co Wealth Management first reported a position in Dimensional US Equity ETF in Q4 2022 and has held it in 14 quarters since.
Cassaday & Co Wealth Management's Dimensional US Equity ETF position peaked at $421K in Q4 2025.
850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.