Clarity Wealth Development’s Dimensional US Equity ETF DFUS Stock Holding History

Clarity Wealth Development’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	$1.1M	Sell	15,489 -372	-2%	-$27.6K	0.9%	18
2025 Q4	$1.18M	Hold	15,861	–	–	1%	18
2025 Q3	$1.18M	Sell	15,861 -2,008	-11%	-$140K	1.07%	18
2025 Q2	$1.2M	Sell	17,869 -600	-3%	-$37.2K	1.19%	17
2025 Q1	$1.11M	Sell	18,469 -1,223	-6%	-$78.2K	1.24%	18
2024 Q4	$1.29M	Buy	+19,692	New	+$1.26M	1.4%	16

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

Clarity Wealth Development's DFUS Position: Q1 2026 in Review

Clarity Wealth Development reduced its Dimensional US Equity ETF (DFUS) stake by 2.3% in Q1 2026, selling an estimated $27.6K and leaving 15,489 shares worth $1.1M. The position accounts for 0.9% of the portfolio, ranked #18.

Clarity Wealth Development first reported a position in DFUS in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.29M in Q4 2024. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

Clarity Wealth Development held 15,489 shares of Dimensional US Equity ETF worth $1.1M as of Q1 2026.
Clarity Wealth Development sold 372 Dimensional US Equity ETF shares in Q1 2026, an estimated $27.6K.
Dimensional US Equity ETF made up 0.9% of Clarity Wealth Development's portfolio in Q1 2026, its #18 holding.
Clarity Wealth Development first reported a position in Dimensional US Equity ETF in Q4 2024 and has held it in 6 quarters since.
Clarity Wealth Development's Dimensional US Equity ETF position peaked at $1.29M in Q4 2024.
850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Clarity Wealth Development's 13F filing for Q1 2026, filed 22 Apr 2026.