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Cyndeo Wealth Partners’s Dimensional US Equity ETF DFUS Stock Holding History

Cyndeo Wealth Partners’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
Q3 		– Sell
-17,647
Closed -$1.18M – 482
2025
Q2 		$1.18M Hold
17,647
– – 0.07% 208
2025
Q1 		$1.07M Hold
17,647
– – 0.07% 209
2024
Q4 		$1.12M Hold
17,647
– – 0.08% 205
2024
Q3 		$1.1M Hold
17,647
– – 0.08% 207
2024
Q2 		$1.04M Buy
+17,647
New +$1M 0.08% 208

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Focus Partners Wealth
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
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Cyndeo Wealth Partners's DFUS Position: Q3 2025 in Review

Cyndeo Wealth Partners sold out of Dimensional US Equity ETF (DFUS) in Q3 2025, closing a stake of 17,647 shares — an estimated $1.18M sold.

Cyndeo Wealth Partners first reported a position in DFUS in Q2 2024 and held it in 5 quarters. The position peaked at $1.18M in Q2 2025. 763 funds tracked by Wall St. Rank hold DFUS as of Q3 2025.

  • Cyndeo Wealth Partners reported no remaining Dimensional US Equity ETF position as of Q3 2025 after selling out during the quarter.
  • Cyndeo Wealth Partners sold 17,647 Dimensional US Equity ETF shares in Q3 2025, an estimated $1.18M.
  • Cyndeo Wealth Partners first reported a position in Dimensional US Equity ETF in Q2 2024 and held it in 5 quarters.
  • Cyndeo Wealth Partners's Dimensional US Equity ETF position peaked at $1.18M in Q2 2025.
  • 763 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2025.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2025, filed 10 Oct 2025.