DWM
DFUS

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

David 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
2025
Q2 		$13.1M Buy
195,364
+11,960
+7% +$741K 9.75% 4
2025
Q1 		$11.1M Buy
183,404
+2,667
+1% +$170K 9.28% 4
2024
Q4 		$11.5M Buy
+180,737
New +$11.6M 9.52% 4

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

David Wealth Management's DFUS Position: Q2 2025 in Review

David Wealth Management increased its Dimensional US Equity ETF (DFUS) stake by 6.5% in Q2 2025, buying an estimated $741K and bringing the position to 195,364 shares worth $13.1M. The position accounts for 9.75% of the portfolio, ranked #4.

David Wealth Management first reported a position in DFUS in Q4 2024 and has held it in 3 quarters since. 741 funds tracked by Wall St. Rank hold DFUS as of Q2 2025.

  • David Wealth Management held 195,364 shares of Dimensional US Equity ETF worth $13.1M as of Q2 2025.
  • David Wealth Management bought 11,960 Dimensional US Equity ETF shares in Q2 2025, an estimated $741K.
  • Dimensional US Equity ETF made up 9.75% of David Wealth Management's portfolio in Q2 2025, its #4 holding.
  • David Wealth Management first reported a position in Dimensional US Equity ETF in Q4 2024 and has held it in 3 quarters since.
  • 741 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2025.

Based on David Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.