CWM
DFUS

Centric Wealth Management’s Dimensional US Equity ETF DFUS Stock Holding History

Centric 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 		$657K Hold
8,402
– – 0.13% 113
2025
Q4 		$636K Hold
8,402
– – 0.13% 113
2025
Q3 		$623K Buy
+8,402
New +$585K 0.14% 110

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

Centric Wealth Management's DFUS Position: Q1 2026 in Review

Centric Wealth Management held its Dimensional US Equity ETF (DFUS) position steady in Q1 2026 at 8,402 shares worth $657K. The position accounts for 0.13% of the portfolio, ranked #113.

Centric Wealth Management first reported a position in DFUS in Q3 2025 and has held it in 3 quarters since. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

  • Centric Wealth Management held 8,402 shares of Dimensional US Equity ETF worth $657K as of Q1 2026.
  • Centric Wealth Management left its Dimensional US Equity ETF share count unchanged in Q1 2026.
  • Dimensional US Equity ETF made up 0.13% of Centric Wealth Management's portfolio in Q1 2026, its #113 holding.
  • Centric Wealth Management first reported a position in Dimensional US Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • 850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Centric Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.