CreativeOne Wealth’s Dimensional US Equity ETF DFUS Stock Holding History

CreativeOne Wealth’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	$557K	Buy	6,801 +54	+0.8%	+$4.27K	0.01%	760
2026 Q1	$478K	Buy	6,747 +142	+2%	+$10.5K	0.01%	821
2025 Q4	$490K	Buy	6,605 +1,171	+22%	+$86K	0.01%	796
2025 Q3	$394K	Sell	5,434 -22,419	-80%	-$1.56M	0.01%	850
2025 Q2	$1.87M	Buy	27,853 +745	+3%	+$46.1K	0.05%	365
2025 Q1	$1.64M	Sell	27,108 -3,705	-12%	-$237K	0.05%	343
2024 Q4	$1.96M	Buy	30,813 +1,918	+7%	+$123K	0.06%	297
2024 Q3	$1.8M	Sell	28,895 -1,771	-6%	-$106K	0.06%	292
2024 Q2	$1.8M	Sell	30,666 -10,093	-25%	-$574K	0.09%	209
2024 Q1	$2.32M	Buy	+40,759	New	+$2.21M	0.09%	206

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

CreativeOne Wealth's DFUS Position: Q2 2026 in Review

CreativeOne Wealth increased its Dimensional US Equity ETF (DFUS) stake by 0.8% in Q2 2026, buying an estimated $4.27K and bringing the position to 6,801 shares worth $557K. The position accounts for 0.01% of the portfolio, ranked #760.

CreativeOne Wealth first reported a position in DFUS in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.32M in Q1 2024. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

CreativeOne Wealth held 6,801 shares of Dimensional US Equity ETF worth $557K as of Q2 2026.
CreativeOne Wealth bought 54 Dimensional US Equity ETF shares in Q2 2026, an estimated $4.27K.
Dimensional US Equity ETF made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #760 holding.
CreativeOne Wealth first reported a position in Dimensional US Equity ETF in Q1 2024 and has held it in 10 quarters since.
CreativeOne Wealth's Dimensional US Equity ETF position peaked at $2.32M in Q1 2024.
871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.