DiNuzzo Private Wealth
DFUS icon

DiNuzzo Private Wealth’s Dimensional US Equity ETF DFUS Stock Holding History

DiNuzzo Private 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
Q3 		$97.5M Buy
1,174,418
+4,551
+0.4% +$378K 9.69% 3
2026
Q2 		$95.9M Sell
1,169,867
-6,702
-0.6% -$530K 9.48% 3
2026
Q1 		$83.4M Sell
1,176,569
-976
-0.1% -$72.3K 8.99% 3
2025
Q4 		$87.3M Sell
1,177,545
-46,128
-4% -$3.39M 9.5% 3
2025
Q3 		$85.9M Sell
1,223,673
-1,326
-0.1% -$92.4K 9.74% 3
2025
Q2 		$82.1M Buy
1,224,999
+27,218
+2% +$1.69M 9.75% 3
2025
Q1 		$72.4M Sell
1,197,781
-5,760
-0.5% -$368K 9.12% 3
2024
Q4 		$76.7M Sell
1,203,541
-68,858
-5% -$4.42M 9.71% 3
2024
Q3 		$79.1M Sell
1,272,399
-14,190
-1% -$850K 9.76% 3
2024
Q2 		$75.7M Sell
1,286,589
-20,897
-2% -$1.19M 10.22% 2
2024
Q1 		$74.5M Buy
1,307,486
+1,253
+0.1% +$67.8K 10.05% 2
2023
Q4 		$67.7M Buy
+1,306,233
New +$63.2M 9.61% 3

Other funds holding DFUS

Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
FF
Foundry Financial Pasadena, California $322M AUM 13.25% 1-Year Est. Return
Elser Financial Planning
Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return
Helen Stephens Group
Helen Stephens Group Fort Worth, Texas $627M AUM 11.32% 1-Year Est. Return

DiNuzzo Private Wealth's DFUS Position: Q3 2026 in Review

DiNuzzo Private Wealth increased its Dimensional US Equity ETF (DFUS) stake by 0.39% in Q3 2026, buying an estimated $378K and bringing the position to 1,174,418 shares worth $97.5M. The position accounts for 9.69% of the portfolio, ranked #3.

DiNuzzo Private Wealth first reported a position in DFUS in Q4 2023 and has held it in 12 quarters since. 162 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

  • DiNuzzo Private Wealth held 1,174,418 shares of Dimensional US Equity ETF worth $97.5M as of Q3 2026.
  • DiNuzzo Private Wealth bought 4,551 Dimensional US Equity ETF shares in Q3 2026, an estimated $378K.
  • Dimensional US Equity ETF made up 9.69% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #3 holding.
  • DiNuzzo Private Wealth first reported a position in Dimensional US Equity ETF in Q4 2023 and has held it in 12 quarters since.
  • 162 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.