Delap Wealth Advisory’s Dimensional US Equity ETF DFUS Stock Holding History

Delap Wealth Advisory’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	$386K	Hold	5,444	–	–	0.15%	63
2025 Q4	$404K	Sell	5,444 -431	-7%	-$31.7K	0.16%	67
2025 Q3	$427K	Buy	5,875 +1,217	+26%	+$84.8K	0.18%	56
2025 Q2	$312K	Buy	4,658 +150	+3%	+$9.29K	0.15%	65
2025 Q1	$273K	Hold	4,508	–	–	0.15%	65
2024 Q4	$287K	Hold	4,508	–	–	0.17%	62
2024 Q3	$280K	Sell	4,508 -4,508	-50%	-$270K	0.18%	49
2024 Q2	$531K	Buy	9,016 +4,508	+100%	+$256K	0.24%	45
2024 Q1	$257K	Hold	4,508	–	–	0.1%	189
2023 Q4	$234K	Sell	4,508 -97	-2%	-$4.7K	0.11%	84
2023 Q3	$214K	Hold	4,605	–	–	0.21%	48
2023 Q2	$222K	Hold	4,605	–	–	0.22%	42
2023 Q1	$205K	Buy	+4,605	New	+$200K	0.21%	53

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 $2.57B AUM 21.7% 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

Delap Wealth Advisory's DFUS Position: Q1 2026 in Review

Delap Wealth Advisory held its Dimensional US Equity ETF (DFUS) position steady in Q1 2026 at 5,444 shares worth $386K. The position accounts for 0.15% of the portfolio, ranked #63.

Delap Wealth Advisory first reported a position in DFUS in Q1 2023 and has held it in 13 quarters since. The position peaked at $531K in Q2 2024. 852 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

Delap Wealth Advisory held 5,444 shares of Dimensional US Equity ETF worth $386K as of Q1 2026.
Delap Wealth Advisory left its Dimensional US Equity ETF share count unchanged in Q1 2026.
Dimensional US Equity ETF made up 0.15% of Delap Wealth Advisory's portfolio in Q1 2026, its #63 holding.
Delap Wealth Advisory first reported a position in Dimensional US Equity ETF in Q1 2023 and has held it in 13 quarters since.
Delap Wealth Advisory's Dimensional US Equity ETF position peaked at $531K in Q2 2024.
852 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Delap Wealth Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.