Disciplined Equity Management’s Dimensional US Equity ETF DFUS Stock Holding History

Disciplined Equity 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
2026 Q3	$46.5M	Buy	559,941 +3,484	+0.6%	+$289K	20.47%	1
2026 Q2	$45.6M	Buy	556,457 +32,670	+6%	+$2.58M	20.19%	2
2026 Q1	$37.1M	Sell	523,787 -2,794	-0.5%	-$207K	18.66%	2
2025 Q4	$39.1M	Buy	526,581 +13,902	+3%	+$1.02M	20.24%	1
2025 Q3	$37.1M	Buy	512,679 +13,003	+3%	+$906K	20.21%	1
2025 Q2	$33.5M	Buy	499,676 +43,305	+9%	+$2.68M	19.66%	1
2025 Q1	$27.6M	Sell	456,371 -11,777	-3%	-$753K	19.2%	2
2024 Q4	$29.8M	Sell	468,148 -19,875	-4%	-$1.27M	19.34%	1
2024 Q3	$30.4M	Sell	488,023 -7,330	-1%	-$439K	19.16%	1
2024 Q2	$29.2M	Buy	495,353 +8,003	+2%	+$455K	19.2%	1
2024 Q1	$27.8M	Buy	487,350 +3,662	+0.8%	+$198K	18.45%	2
2023 Q4	$25.1M	Buy	483,688 +30,422	+7%	+$1.47M	17.2%	1
2023 Q3	$21.1M	Sell	453,266 -5,051	-1%	-$244K	17.64%	1
2023 Q2	$22.1M	Sell	458,317 -151	-0%	-$6.87K	17.98%	1
2023 Q1	$20.4M	Buy	458,468 +20,017	+5%	+$869K	17.25%	1
2022 Q4	$18.2M	Sell	438,451 -6,258	-1%	-$262K	16.14%	2
2022 Q3	$17.3M	Buy	444,709 +11,560	+3%	+$497K	17.03%	2
2022 Q2	$17.7M	Buy	433,149 +20,634	+5%	+$914K	16.02%	2
2022 Q1	$20.2M	Buy	412,515 +8,552	+2%	+$413K	20.26%	1
2021 Q4	$20.9M	Buy	+403,963	New	+$20.3M	20.16%	1

Other funds holding DFUS

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

G2 Capital Management Columbus, Ohio $441M AUM 11.72% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return

Colony Family Offices Charlotte, North Carolina $438M AUM 13.68% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Disciplined Equity Management's DFUS Position: Q3 2026 in Review

Disciplined Equity Management increased its Dimensional US Equity ETF (DFUS) stake by 0.63% in Q3 2026, buying an estimated $289K and bringing the position to 559,941 shares worth $46.5M. The position accounts for 20.47% of the portfolio, ranked #1.

Disciplined Equity Management first reported a position in DFUS in Q4 2021 and has held it in 20 quarters since. 410 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

Disciplined Equity Management held 559,941 shares of Dimensional US Equity ETF worth $46.5M as of Q3 2026.
Disciplined Equity Management bought 3,484 Dimensional US Equity ETF shares in Q3 2026, an estimated $289K.
Dimensional US Equity ETF made up 20.47% of Disciplined Equity Management's portfolio in Q3 2026, its #1 holding.
Disciplined Equity Management first reported a position in Dimensional US Equity ETF in Q4 2021 and has held it in 20 quarters since.
410 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Disciplined Equity Management's 13F filing for Q3 2026, filed 14 Oct 2026.