CIBC Private Wealth Group’s Dimensional US Equity ETF DFUS Stock Holding History

CIBC Private Wealth Group’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
2025 Q4	$178K	Sell	2,397 -1,077	-31%	-$79.1K	﹤0.01%	1247
2025 Q3	$252K	Sell	3,474 -316	-8%	-$22K	﹤0.01%	1082
2025 Q2	$254K	Sell	3,790 -734	-16%	-$45.5K	﹤0.01%	1026
2025 Q1	$243K	Sell	4,524 -756	-14%	-$48.3K	﹤0.01%	1015
2024 Q4	$339K	Sell	5,280 -2,336	-31%	-$150K	﹤0.01%	978
2024 Q3	$474K	Sell	7,616 -1,255	-14%	-$75.1K	﹤0.01%	890
2024 Q2	$532K	Sell	8,871 -259	-3%	-$14.7K	﹤0.01%	807
2024 Q1	$520K	Buy	9,130 +1,540	+20%	+$83.4K	﹤0.01%	828
2023 Q4	$393K	Hold	7,590	–	–	﹤0.01%	856
2023 Q3	$353K	Buy	+7,590	New	+$367K	﹤0.01%	839

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

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

CIBC Private Wealth Group's DFUS Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its Dimensional US Equity ETF (DFUS) stake by 31% in Q4 2025, selling an estimated $79.1K and leaving 2,397 shares worth $178K. The position accounts for ﹤0.01% of the portfolio, ranked #1247.

CIBC Private Wealth Group first reported a position in DFUS in Q3 2023 and has held it in 10 quarters since. The position peaked at $532K in Q2 2024. 843 funds tracked by Wall St. Rank hold DFUS as of Q4 2025.

CIBC Private Wealth Group held 2,397 shares of Dimensional US Equity ETF worth $178K as of Q4 2025.
CIBC Private Wealth Group sold 1,077 Dimensional US Equity ETF shares in Q4 2025, an estimated $79.1K.
Dimensional US Equity ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1247 holding.
CIBC Private Wealth Group first reported a position in Dimensional US Equity ETF in Q3 2023 and has held it in 10 quarters since.
CIBC Private Wealth Group's Dimensional US Equity ETF position peaked at $532K in Q2 2024.
843 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.