DWM
DFUS

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

Diversify 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
2026
Q1 		$5.96M Buy
+76,933
New +$5.7M 0.11% 188

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Focus Partners Wealth
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 $2.16B AUM 18.08% 1-Year Est. Return
VT
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
PL
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Diversify Wealth Management's DFUS Position: Q1 2026 in Review

Diversify Wealth Management opened a new position in Dimensional US Equity ETF (DFUS) in Q1 2026: 76,933 shares worth $5.96M. The stake represents 0.11% of the portfolio and ranks #188 among its holdings.

850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

  • Diversify Wealth Management held 76,933 shares of Dimensional US Equity ETF worth $5.96M as of Q1 2026.
  • Dimensional US Equity ETF was a new Diversify Wealth Management position in Q1 2026.
  • Dimensional US Equity ETF made up 0.11% of Diversify Wealth Management's portfolio in Q1 2026, its #188 holding.
  • 850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.