DPW
DFUS

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
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

SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
DFS
Dixon Fnancial Services Lafayette, California $247M AUM 29.3% 1-Year Est. Return
KAM
KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return
TFA
Trinity Financial Advisors Columbus, Ohio $389M AUM 20.97% 1-Year Est. Return